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

Heirloom 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	$263K	Buy	+411	New	+$209K	0.04%	54
2024 Q4	–	Sell	-1,060	Closed	-$244K	–	48
2024 Q3	$244K	Sell	1,060 -105	-9%	-$24.1K	0.08%	39
2024 Q2	$287K	Sell	1,165 -112	-9%	-$25.6K	0.09%	41
2024 Q1	$289K	Sell	1,277 -52	-4%	-$10.8K	0.1%	43
2023 Q4	$255K	Buy	1,329 +24	+2%	+$4.03K	0.1%	46
2023 Q3	$206K	Buy	1,305 +42	+3%	+$6.99K	0.09%	51
2023 Q2	$214K	Buy	+1,263	New	+$189K	0.09%	49
2023 Q1	–	Sell	-6,276	Closed	-$728K	–	54
2022 Q4	$728K	Buy	+6,276	New	+$729K	0.45%	29

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

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

Heirloom Wealth Management opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 411 shares worth $263K. The stake represents 0.04% of the portfolio and ranks #54 among its holdings. This is a return to the name: Heirloom Wealth Management previously reported a position in SOXX as recently as Q3 2024.

Heirloom Wealth Management first reported a position in SOXX in Q4 2022 and has held it in 8 quarters since. The position peaked at $728K in Q4 2022. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Heirloom Wealth Management held 411 shares of iShares Semiconductor ETF worth $263K as of Q2 2026.
iShares Semiconductor ETF was a new Heirloom Wealth Management position in Q2 2026.
iShares Semiconductor ETF made up 0.04% of Heirloom Wealth Management's portfolio in Q2 2026, its #54 holding.
Heirloom Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 8 quarters since.
Heirloom Wealth Management's iShares Semiconductor ETF position peaked at $728K in Q4 2022.
1,184 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.