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Heritage Family Offices’s iShares Semiconductor ETF SOXX Stock Holding History

Heritage Family Offices’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 		– Sell
-723
Closed -$238K – 256
2026
Q1 		$238K Sell
723
-88
-11% -$30K 0.11% 171
2025
Q4 		$244K Hold
811
– – 0.11% 164
2025
Q3 		$220K Buy
+811
New +$202K 0.1% 178
2024
Q4 		– Sell
-892
Closed -$206K – 192
2024
Q3 		$206K Sell
892
-110
-11% -$25.3K 0.11% 173
2024
Q2 		$247K Buy
+1,002
New +$229K 0.14% 141

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

Heritage Family Offices's SOXX Position: Q2 2026 in Review

Heritage Family Offices sold out of iShares Semiconductor ETF (SOXX) in Q2 2026, closing a stake of 723 shares — an estimated $238K sold.

Heritage Family Offices first reported a position in SOXX in Q2 2024 and held it in 5 quarters. The position peaked at $247K in Q2 2024. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Heritage Family Offices reported no remaining iShares Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Family Offices sold 723 iShares Semiconductor ETF shares in Q2 2026, an estimated $238K.
  • Heritage Family Offices first reported a position in iShares Semiconductor ETF in Q2 2024 and held it in 5 quarters.
  • Heritage Family Offices's iShares Semiconductor ETF position peaked at $247K in Q2 2024.
  • 1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.