HCR Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

HCR Wealth Advisors’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	$487K	Buy	760 +8	+1%	+$4.06K	0.04%	160
2026 Q1	$247K	Buy	752 +29	+4%	+$9.9K	0.03%	216
2025 Q4	$218K	Hold	723	–	–	0.02%	233
2025 Q3	$204K	Buy	+723	New	+$180K	0.02%	234

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

HCR Wealth Advisors's SOXX Position: Q2 2026 in Review

HCR Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 1.1% in Q2 2026, buying an estimated $4.06K and bringing the position to 760 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #160.

HCR Wealth Advisors first reported a position in SOXX in Q3 2025 and has held it in 4 quarters since. 1,177 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

HCR Wealth Advisors held 760 shares of iShares Semiconductor ETF worth $487K as of Q2 2026.
HCR Wealth Advisors bought 8 iShares Semiconductor ETF shares in Q2 2026, an estimated $4.06K.
iShares Semiconductor ETF made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #160 holding.
HCR Wealth Advisors first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
1,177 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.