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HB Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

HB Wealth 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 		$1.65M Buy
2,580
+2
+0.1% +$1.01K 0.01% 532
2026
Q1 		$847K Buy
2,578
+40
+2% +$13.7K 0.01% 732
2025
Q4 		$764K Buy
2,538
+45
+2% +$13.3K ﹤0.01% 721
2025
Q3 		$676K Buy
2,493
+306
+14% +$76.3K ﹤0.01% 728
2025
Q2 		$522K Sell
2,187
-533
-20% -$107K ﹤0.01% 728
2025
Q1 		$512K Buy
2,720
+30
+1% +$6.41K ﹤0.01% 759
2024
Q4 		$580K Sell
2,690
-138
-5% -$30.8K 0.01% 570
2024
Q3 		$652K Buy
2,828
+60
+2% +$13.8K 0.01% 502
2024
Q2 		$683K Buy
2,768
+668
+32% +$153K 0.01% 456
2024
Q1 		$474K Hold
2,100
– – 0.01% 518
2023
Q4 		$403K Hold
2,100
– – 0.01% 516
2023
Q3 		$332K Hold
2,100
– – 0.01% 540
2023
Q2 		$355K Hold
2,100
– – 0.01% 502
2023
Q1 		$311K Hold
2,100
– – 0.01% 525
2022
Q4 		$244K Hold
2,100
– – ﹤0.01% 586
2022
Q3 		$223K Hold
2,100
– – ﹤0.01% 518
2022
Q2 		$245K Hold
2,100
– – 0.01% 494
2022
Q1 		$331K Hold
2,100
– – 0.01% 431
2021
Q4 		$380K Buy
+2,100
New +$352K 0.01% 346

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HB Wealth Management's SOXX Position: Q2 2026 in Review

HB Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 0.08% in Q2 2026, buying an estimated $1.01K and bringing the position to 2,580 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #532.

HB Wealth Management first reported a position in SOXX in Q4 2021 and has held it in 19 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • HB Wealth Management held 2,580 shares of iShares Semiconductor ETF worth $1.65M as of Q2 2026.
  • HB Wealth Management bought 2 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.01K.
  • iShares Semiconductor ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #532 holding.
  • HB Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.