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Holistic Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Holistic Planning’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 		$334K Buy
+521
New +$265K 0.05% 262
2024
Q3 		– Sell
-1,134
Closed -$256K – 163
2024
Q2 		$256K Hold
1,134
– – 0.2% 97
2024
Q1 		$256K Sell
1,134
-96
-8% -$20K 0.2% 97
2023
Q4 		$236K Buy
+1,230
New +$206K 0.2% 102

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

Holistic Planning's SOXX Position: Q2 2026 in Review

Holistic Planning opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 521 shares worth $334K. The stake represents 0.05% of the portfolio and ranks #262 among its holdings. This is a return to the name: Holistic Planning previously reported a position in SOXX as recently as Q2 2024.

Holistic Planning first reported a position in SOXX in Q4 2023 and has held it in 4 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Holistic Planning held 521 shares of iShares Semiconductor ETF worth $334K as of Q2 2026.
  • iShares Semiconductor ETF was a new Holistic Planning position in Q2 2026.
  • iShares Semiconductor ETF made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #262 holding.
  • Holistic Planning first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.