Guardian Wealth Advisors (North Carolina)’s iShares Semiconductor ETF SOXX Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-13	Closed	-$4.3K	–	562
2026 Q1	$4.3K	Buy	+13	New	+$4.44K	﹤0.01%	574
2025 Q3	–	Sell	-13	Closed	-$3.12K	–	516
2025 Q2	$3.12K	Hold	13	–	–	﹤0.01%	520
2025 Q1	$2.46K	Buy	13 +10	+333%	+$2.14K	﹤0.01%	500
2024 Q4	$657	Hold	3	–	–	﹤0.01%	499
2024 Q3	$702	Hold	3	–	–	﹤0.01%	438
2024 Q2	$749	Hold	3	–	–	﹤0.01%	423
2024 Q1	$685	Hold	3	–	–	﹤0.01%	441
2023 Q4	$593	Hold	3	–	–	﹤0.01%	428
2023 Q3	$486	Hold	3	–	–	﹤0.01%	409
2023 Q2	$519	Hold	3	–	–	﹤0.01%	405
2023 Q1	$455	Hold	3	–	–	﹤0.01%	403
2022 Q4	$355	Hold	3	–	–	﹤0.01%	370
2022 Q3	$0	Hold	3	–	–	﹤0.01%	369
2022 Q2	$0	Hold	3	–	–	﹤0.01%	383
2022 Q1	$0	Sell	3 -12	-80%	-$1.92K	﹤0.01%	283
2021 Q4	$3K	Buy	+15	New	+$2.52K	﹤0.01%	226

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

Guardian Wealth Advisors (North Carolina)'s SOXX Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Semiconductor ETF (SOXX) in Q2 2026, closing a stake of 13 shares — an estimated $4.3K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SOXX in Q4 2021 and held it in 16 quarters. The position peaked at $4.3K in Q1 2026. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 13 iShares Semiconductor ETF shares in Q2 2026, an estimated $4.3K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Semiconductor ETF position peaked at $4.3K in Q1 2026.
1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.