Harmony Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History

Harmony Asset 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	$1.39M	Sell	2,162 -734	-25%	-$373K	0.37%	65
2026 Q1	$952K	Sell	2,896 -352	-11%	-$120K	0.29%	88
2025 Q4	$978K	Buy	+3,248	New	+$958K	0.33%	75
2024 Q4	–	Sell	-8,629	Closed	-$1.99M	–	173
2024 Q3	$1.99M	Buy	8,629 +1,819	+27%	+$418K	0.73%	44
2024 Q2	$1.68M	Sell	6,810 -225	-3%	-$51.5K	0.7%	37
2024 Q1	$1.59M	Buy	7,035 +1,644	+30%	+$342K	0.66%	46
2023 Q4	$1.04M	Buy	+5,391	New	+$905K	0.44%	55

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

Harmony Asset Management's SOXX Position: Q2 2026 in Review

Harmony Asset Management reduced its iShares Semiconductor ETF (SOXX) stake by 25% in Q2 2026, selling an estimated $373K and leaving 2,162 shares worth $1.39M. The position accounts for 0.37% of the portfolio, ranked #65.

Harmony Asset Management first reported a position in SOXX in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.99M in Q3 2024. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Harmony Asset Management held 2,162 shares of iShares Semiconductor ETF worth $1.39M as of Q2 2026.
Harmony Asset Management sold 734 iShares Semiconductor ETF shares in Q2 2026, an estimated $373K.
iShares Semiconductor ETF made up 0.37% of Harmony Asset Management's portfolio in Q2 2026, its #65 holding.
Harmony Asset Management first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 7 quarters since.
Harmony Asset Management's iShares Semiconductor ETF position peaked at $1.99M in Q3 2024.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.