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

Heartwood 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	$555K	Buy	866 +23	+3%	+$11.7K	0.04%	138
2026 Q1	$277K	Sell	843 -14	-2%	-$4.78K	0.02%	187
2025 Q4	$258K	Buy	857 +102	+14%	+$30.1K	0.02%	175
2025 Q3	$205K	Buy	+755	New	+$188K	0.02%	197

Other funds holding SOXX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Heartwood Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 2.7% in Q2 2026, buying an estimated $11.7K and bringing the position to 866 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #138.

Heartwood Wealth Advisors first reported a position in SOXX in Q3 2025 and has held it in 4 quarters since. 743 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Heartwood Wealth Advisors held 866 shares of iShares Semiconductor ETF worth $555K as of Q2 2026.
Heartwood Wealth Advisors bought 23 iShares Semiconductor ETF shares in Q2 2026, an estimated $11.7K.
iShares Semiconductor ETF made up 0.04% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #138 holding.
Heartwood Wealth Advisors first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
743 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.