GWN Securities’s iShares Semiconductor ETF SOXX Stock Holding History

GWN Securities’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	$2.71M	Buy	4,222 +30	+0.7%	+$15.2K	0.45%	51
2026 Q1	$1.38M	Sell	4,192 -146	-3%	-$49.8K	0.26%	98
2025 Q4	$1.31M	Sell	4,338 -400	-8%	-$118K	0.26%	99
2025 Q3	$1.29M	Sell	4,738 -218	-4%	-$54.4K	0.3%	88
2025 Q2	$1.19M	Sell	4,956 -3,374	-41%	-$676K	0.22%	100
2025 Q1	$1.57M	Buy	8,330 +6,941	+500%	+$1.48M	0.09%	231
2024 Q4	$300K	Buy	+1,389	New	+$310K	0.08%	243

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

GWN Securities's SOXX Position: Q2 2026 in Review

GWN Securities increased its iShares Semiconductor ETF (SOXX) stake by 0.72% in Q2 2026, buying an estimated $15.2K and bringing the position to 4,222 shares worth $2.71M. The position accounts for 0.45% of the portfolio, ranked #51.

GWN Securities first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

GWN Securities held 4,222 shares of iShares Semiconductor ETF worth $2.71M as of Q2 2026.
GWN Securities bought 30 iShares Semiconductor ETF shares in Q2 2026, an estimated $15.2K.
iShares Semiconductor ETF made up 0.45% of GWN Securities's portfolio in Q2 2026, its #51 holding.
GWN Securities first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.