Howard Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History

Howard Financial Services’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	$879K	Buy	+1,372	New	+$697K	0.09%	101

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WFA

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Howard Financial Services's SOXX Position: Q2 2026 in Review

Howard Financial Services opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 1,372 shares worth $879K. The stake represents 0.09% of the portfolio and ranks #101 among its holdings.

437 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Howard Financial Services held 1,372 shares of iShares Semiconductor ETF worth $879K as of Q2 2026.
iShares Semiconductor ETF was a new Howard Financial Services position in Q2 2026.
iShares Semiconductor ETF made up 0.09% of Howard Financial Services's portfolio in Q2 2026, its #101 holding.
437 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.