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Global Retirement Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Global Retirement Partners’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.23M Buy
+5,040
New +$2.56M 0.05% 353
2025
Q4 		$1.43M Buy
4,753
+291
+7% +$85.8K 0.03% 538
2025
Q3 		$1.21M Buy
4,462
+49
+1% +$12.2K 0.03% 493
2025
Q2 		$1.05M Buy
+4,413
New +$884K 0.03% 499
2024
Q4 		$889K Buy
4,127
+487
+13% +$109K 0.03% 482
2024
Q3 		$839K Buy
3,640
+307
+9% +$70.5K 0.03% 484
2024
Q2 		$822K Buy
3,333
+720
+28% +$165K 0.03% 470
2024
Q1 		$590K Sell
2,613
-444
-15% -$92.3K 0.02% 489
2023
Q4 		$576K Sell
3,057
-141
-4% -$23.7K 0.02% 462
2023
Q3 		$504K Hold
3,198
– – 0.03% 435
2023
Q2 		$541K Sell
3,198
-438
-12% -$65.7K 0.03% 432
2023
Q1 		$494K Buy
3,636
+1,911
+111% +$260K 0.03% 432
2022
Q4 		$200K Sell
1,725
-117
-6% -$13.6K 0.01% 594
2022
Q3 		$200K Buy
1,842
+63
+4% +$7.9K 0.02% 560
2022
Q2 		$207K Hold
1,779
– – 0.02% 545
2022
Q1 		$231K Buy
+1,779
New +$285K 0.02% 522
2021
Q4 		– Sell
-159
Closed -$24K – 1560
2021
Q3 		$24K Hold
159
– – ﹤0.01% 1150
2021
Q2 		$24K Hold
159
– – ﹤0.01% 1133
2021
Q1 		$22K Hold
159
– – ﹤0.01% 1082
2020
Q4 		$20K Buy
+159
New +$18.3K ﹤0.01% 1038

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Retirement Partners's SOXX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 5,040 shares worth $3.23M. The stake represents 0.05% of the portfolio and ranks #353 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SOXX as recently as Q4 2025.

Global Retirement Partners first reported a position in SOXX in Q4 2020 and has held it in 20 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Global Retirement Partners held 5,040 shares of iShares Semiconductor ETF worth $3.23M as of Q2 2026.
  • iShares Semiconductor ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Semiconductor ETF made up 0.05% of Global Retirement Partners's portfolio in Q2 2026, its #353 holding.
  • Global Retirement Partners first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 20 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.