High Point Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

High Point 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	$4.62M	Buy	7,205 +433	+6%	+$220K	3.78%	4
2026 Q1	$2.23M	Buy	6,772 +1,832	+37%	+$625K	2.15%	10
2025 Q4	$1.49M	Buy	+4,940	New	+$1.46M	1.4%	19

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

High Point Wealth Management's SOXX Position: Q2 2026 in Review

High Point Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 6.4% in Q2 2026, buying an estimated $220K and bringing the position to 7,205 shares worth $4.62M. The position accounts for 3.78% of the portfolio, ranked #4.

High Point Wealth Management first reported a position in SOXX in Q4 2025 and has held it in 3 quarters since. 743 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

High Point Wealth Management held 7,205 shares of iShares Semiconductor ETF worth $4.62M as of Q2 2026.
High Point Wealth Management bought 433 iShares Semiconductor ETF shares in Q2 2026, an estimated $220K.
iShares Semiconductor ETF made up 3.78% of High Point Wealth Management's portfolio in Q2 2026, its #4 holding.
High Point Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
743 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.