Glassman Wealth Services’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$51.9K Hold
81
0.01% 148
2026
Q1
$26.6K Hold
81
﹤0.01% 136
2025
Q4
$24.4K Hold
81
﹤0.01% 144
2025
Q3
$22K Buy
+81
New +$20.2K ﹤0.01% 133
2024
Q1
Sell
-75
Closed -$14.4K 1573
2023
Q4
$14.4K Hold
75
﹤0.01% 779
2023
Q3
$11.8K Buy
+75
New +$12.5K ﹤0.01% 806
2023
Q1
Sell
-75
Closed -$8.7K 1979
2022
Q4
$8.7K Buy
+75
New +$8.71K ﹤0.01% 868

Other funds holding SOXX

Glassman Wealth Services's SOXX Position: Q2 2026 in Review

Glassman Wealth Services held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 81 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #148.

Glassman Wealth Services first reported a position in SOXX in Q4 2022 and has held it in 7 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Glassman Wealth Services held 81 shares of iShares Semiconductor ETF worth $51.9K as of Q2 2026.
  • Glassman Wealth Services left its iShares Semiconductor ETF share count unchanged in Q2 2026.
  • iShares Semiconductor ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #148 holding.
  • Glassman Wealth Services first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 7 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.