Green Ridge Wealth Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Green Ridge Wealth Planning’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	$5.78M	Sell	9,028 -4,065	-31%	-$2.06M	2.43%	13
2026 Q1	$4.3M	Buy	+13,093	New	+$4.47M	2.26%	13

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

Green Ridge Wealth Planning's SOXX Position: Q2 2026 in Review

Green Ridge Wealth Planning reduced its iShares Semiconductor ETF (SOXX) stake by 31% in Q2 2026, selling an estimated $2.06M and leaving 9,028 shares worth $5.78M. The position accounts for 2.43% of the portfolio, ranked #13.

Green Ridge Wealth Planning first reported a position in SOXX in Q1 2026 and has held it in 2 quarters since. 1,178 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Green Ridge Wealth Planning held 9,028 shares of iShares Semiconductor ETF worth $5.78M as of Q2 2026.
Green Ridge Wealth Planning sold 4,065 iShares Semiconductor ETF shares in Q2 2026, an estimated $2.06M.
iShares Semiconductor ETF made up 2.43% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #13 holding.
Green Ridge Wealth Planning first reported a position in iShares Semiconductor ETF in Q1 2026 and has held it in 2 quarters since.
1,178 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.