Grant Private Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Grant Private 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	$664K	Sell	1,037 -69	-6%	-$35K	0.28%	70
2026 Q1	$363K	Buy	1,106 +40	+4%	+$13.7K	0.19%	105
2025 Q4	$321K	Sell	1,066 -20	-2%	-$5.9K	0.19%	99
2025 Q3	$294K	Buy	+1,086	New	+$271K	0.18%	105
2025 Q2	–	Sell	-1,171	Closed	-$220K	–	134
2025 Q1	$220K	Sell	1,171 -246	-17%	-$52.5K	0.24%	112
2024 Q4	$305K	Buy	+1,417	New	+$316K	0.33%	81

Other funds holding SOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Grant Private Wealth Management's SOXX Position: Q2 2026 in Review

Grant Private Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 6.2% in Q2 2026, selling an estimated $35K and leaving 1,037 shares worth $664K. The position accounts for 0.28% of the portfolio, ranked #70.

Grant Private Wealth Management first reported a position in SOXX in Q4 2024 and has held it in 6 quarters since. 190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Grant Private Wealth Management held 1,037 shares of iShares Semiconductor ETF worth $664K as of Q2 2026.
Grant Private Wealth Management sold 69 iShares Semiconductor ETF shares in Q2 2026, an estimated $35K.
iShares Semiconductor ETF made up 0.28% of Grant Private Wealth Management's portfolio in Q2 2026, its #70 holding.
Grant Private Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.