Harbor Asset Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Harbor Asset 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	$1.39M	Buy	2,171 +1	+0%	+$508	1.04%	28
2026 Q1	$713K	Buy	2,170 +18	+0.8%	+$6.14K	0.6%	42
2025 Q4	$649K	Buy	2,152 +89	+4%	+$26.2K	0.55%	46
2025 Q3	$560K	Buy	2,063 +28	+1%	+$6.98K	0.5%	49
2025 Q2	$486K	Buy	+2,035	New	+$408K	0.46%	53

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

Harbor Asset Planning's SOXX Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares Semiconductor ETF (SOXX) stake by 0.05% in Q2 2026, buying an estimated $508 and bringing the position to 2,171 shares worth $1.39M. The position accounts for 1.04% of the portfolio, ranked #28.

Harbor Asset Planning first reported a position in SOXX in Q2 2025 and has held it in 5 quarters since. 350 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Harbor Asset Planning held 2,171 shares of iShares Semiconductor ETF worth $1.39M as of Q2 2026.
Harbor Asset Planning bought 1 iShares Semiconductor ETF share in Q2 2026, an estimated $508.
iShares Semiconductor ETF made up 1.04% of Harbor Asset Planning's portfolio in Q2 2026, its #28 holding.
Harbor Asset Planning first reported a position in iShares Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
350 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.