Golden State Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Golden State Wealth Management’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	$3.26M	Buy	5,082 +124	+3%	+$63K	0.3%	78
2026 Q1	$1.63M	Buy	4,958 +3,747	+309%	+$1.28M	0.18%	116
2025 Q4	$365K	Buy	1,211 +2	+0.2%	+$590	0.04%	297
2025 Q3	$328K	Sell	1,209 -19	-2%	-$4.74K	0.04%	303
2025 Q2	$293K	Buy	1,228 +1	+0.1%	+$200	0.04%	305
2025 Q1	$231K	Sell	1,227 -867	-41%	-$185K	0.03%	317
2024 Q4	$451K	Buy	+2,094	New	+$467K	0.07%	208
2022 Q1	$200K	Sell	1,269 -150	-11%	-$24K	0.04%	300
2021 Q4	$257K	Buy	1,419 +15	+1%	+$2.52K	0.04%	315
2021 Q3	$209K	Hold	1,404	–	–	0.05%	287
2021 Q2	$213K	Sell	1,404 -579	-29%	-$82.8K	0.05%	277
2021 Q1	$280K	Sell	1,983 -543	-21%	-$74.3K	0.09%	156
2020 Q4	$319K	Buy	2,526 +300	+13%	+$34.4K	0.09%	170
2020 Q3	$226K	Hold	2,226	–	–	0.08%	180
2020 Q2	$201K	Buy	2,226 +192	+9%	+$15.5K	0.05%	231
2020 Q1	$139K	Buy	+2,034	New	+$161K	0.06%	204
2019 Q4	–	Sell	-2,103	Closed	-$148K	–	788
2019 Q3	$148K	Hold	2,103	–	–	0.05%	248
2019 Q2	$139K	Buy	2,103 +45	+2%	+$2.94K	0.04%	280
2019 Q1	$130K	Buy	+2,058	New	+$121K	0.04%	285

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

Golden State Wealth Management's SOXX Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 2.5% in Q2 2026, buying an estimated $63K and bringing the position to 5,082 shares worth $3.26M. The position accounts for 0.3% of the portfolio, ranked #78.

Golden State Wealth Management first reported a position in SOXX in Q1 2019 and has held it in 19 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Golden State Wealth Management held 5,082 shares of iShares Semiconductor ETF worth $3.26M as of Q2 2026.
Golden State Wealth Management bought 124 iShares Semiconductor ETF shares in Q2 2026, an estimated $63K.
iShares Semiconductor ETF made up 0.3% of Golden State Wealth Management's portfolio in Q2 2026, its #78 holding.
Golden State Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2019 and has held it in 19 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.