HF Advisory Group’s iShares Semiconductor ETF SOXX Stock Holding History

HF Advisory Group’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	$437K	Sell	682 -130	-16%	-$66K	0.14%	138
2026 Q1	$267K	Sell	812 -63	-7%	-$21.5K	0.09%	147
2025 Q4	$263K	Sell	875 -31	-3%	-$9.14K	0.09%	152
2025 Q3	$246K	Buy	906 +50	+6%	+$12.5K	0.09%	153
2025 Q2	$204K	Buy	+856	New	+$172K	0.08%	157
2024 Q4	–	Sell	-988	Closed	-$228K	–	164
2024 Q3	$228K	Sell	988 -495	-33%	-$114K	0.11%	154
2024 Q2	$366K	Sell	1,483 -80	-5%	-$18.3K	0.19%	128
2024 Q1	$353K	Buy	1,563 +63	+4%	+$13.1K	0.2%	130
2023 Q4	$288K	Buy	+1,500	New	+$252K	0.18%	135
2023 Q3	–	Sell	-1,353	Closed	-$229K	–	149
2023 Q2	$229K	Sell	1,353 -78	-5%	-$11.7K	0.18%	127
2023 Q1	$212K	Sell	1,431 -399	-22%	-$54.4K	0.19%	126
2022 Q4	$212K	Buy	+1,830	New	+$212K	0.21%	125

Other funds holding SOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

HF Advisory Group's SOXX Position: Q2 2026 in Review

HF Advisory Group reduced its iShares Semiconductor ETF (SOXX) stake by 16% in Q2 2026, selling an estimated $66K and leaving 682 shares worth $437K. The position accounts for 0.14% of the portfolio, ranked #138.

HF Advisory Group first reported a position in SOXX in Q4 2022 and has held it in 12 quarters since. 190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

HF Advisory Group held 682 shares of iShares Semiconductor ETF worth $437K as of Q2 2026.
HF Advisory Group sold 130 iShares Semiconductor ETF shares in Q2 2026, an estimated $66K.
iShares Semiconductor ETF made up 0.14% of HF Advisory Group's portfolio in Q2 2026, its #138 holding.
HF Advisory Group first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 12 quarters since.
190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.