Global Wealth Strategies & Associates’s iShares Semiconductor ETF SOXX Stock Holding History

Global Wealth Strategies & Associates’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	$8.89M	Buy	13,880 +520	+4%	+$264K	1.69%	15
2026 Q1	$4.39M	Buy	13,360 +2,513	+23%	+$858K	1.08%	15
2025 Q4	$3.27M	Buy	10,847 +823	+8%	+$243K	0.81%	14
2025 Q3	$2.72M	Buy	10,024 +4,001	+66%	+$998K	0.7%	18
2025 Q2	$1.44M	Buy	6,023 +5,563	+1,209%	+$1.11M	0.41%	20
2025 Q1	$86.6K	Hold	460	–	–	0.03%	83
2024 Q4	$99.1K	Buy	460 +20	+5%	+$4.46K	0.03%	73
2024 Q3	$101K	Hold	440	–	–	0.03%	61
2024 Q2	$109K	Sell	440 -55	-11%	-$12.6K	0.04%	54
2024 Q1	$112K	Buy	495 +45	+10%	+$9.36K	0.04%	59
2023 Q4	$86.4K	Buy	+450	New	+$75.5K	0.04%	62

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Wealth Strategies & Associates's SOXX Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its iShares Semiconductor ETF (SOXX) stake by 3.9% in Q2 2026, buying an estimated $264K and bringing the position to 13,880 shares worth $8.89M. The position accounts for 1.69% of the portfolio, ranked #15.

Global Wealth Strategies & Associates first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Global Wealth Strategies & Associates held 13,880 shares of iShares Semiconductor ETF worth $8.89M as of Q2 2026.
Global Wealth Strategies & Associates bought 520 iShares Semiconductor ETF shares in Q2 2026, an estimated $264K.
iShares Semiconductor ETF made up 1.69% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #15 holding.
Global Wealth Strategies & Associates first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.