Highline Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Highline Wealth Partners’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	$41.6K	Buy	65 +42	+183%	+$21.3K	0.01%	257
2026 Q1	$7.56K	Hold	23	–	–	﹤0.01%	565
2025 Q4	$6.93K	Hold	23	–	–	﹤0.01%	476
2025 Q3	$6.24K	Sell	23 -19	-45%	-$4.74K	﹤0.01%	519
2025 Q2	$10K	Sell	42 -50	-54%	-$10K	﹤0.01%	335
2025 Q1	$17.3K	Hold	92	–	–	0.01%	225
2024 Q4	$19.8K	Sell	92 -10	-10%	-$2.23K	0.01%	184
2024 Q3	$23.5K	Hold	102	–	–	0.01%	174
2024 Q2	$25.2K	Sell	102 -60	-37%	-$13.7K	0.01%	160
2024 Q1	$36.6K	Buy	+162	New	+$33.7K	0.01%	149

Other funds holding SOXX

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

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

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Highline Wealth Partners's SOXX Position: Q2 2026 in Review

Highline Wealth Partners increased its iShares Semiconductor ETF (SOXX) stake by 183% in Q2 2026, buying an estimated $21.3K and bringing the position to 65 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #257.

Highline Wealth Partners first reported a position in SOXX in Q1 2024 and has held it in 10 quarters since. 247 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Highline Wealth Partners held 65 shares of iShares Semiconductor ETF worth $41.6K as of Q2 2026.
Highline Wealth Partners bought 42 iShares Semiconductor ETF shares in Q2 2026, an estimated $21.3K.
iShares Semiconductor ETF made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #257 holding.
Highline Wealth Partners first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
247 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.