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Howe & Rusling’s iShares Semiconductor ETF SOXX Stock Holding History

Howe & Rusling’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 		$186K Buy
+291
New +$148K 0.01% 320
2025
Q1 		– Sell
-218
Closed -$47K – 467
2024
Q4 		$47K Sell
218
-125
-36% -$27.9K ﹤0.01% 317
2024
Q3 		$79.1K Hold
343
– – 0.01% 280
2024
Q2 		$84.6K Buy
343
+79
+30% +$18.1K 0.01% 268
2024
Q1 		$59.6K Sell
264
-12
-4% -$2.5K 0.01% 291
2023
Q4 		$53K Buy
276
+12
+5% +$2.01K 0.01% 276
2023
Q3 		$41.7K Buy
264
+120
+83% +$20K ﹤0.01% 263
2023
Q2 		$24.3K Buy
+144
New +$21.6K ﹤0.01% 275
2022
Q4 		– Sell
-228
Closed -$24K – 916
2022
Q3 		$24K Hold
228
– – ﹤0.01% 403
2022
Q2 		$27K Sell
228
-849
-79% -$114K ﹤0.01% 385
2022
Q1 		$170K Buy
1,077
+18
+2% +$2.88K 0.02% 215
2021
Q4 		$191K Hold
1,059
– – 0.02% 203
2021
Q3 		$157K Buy
1,059
+102
+11% +$15.5K 0.02% 216
2021
Q2 		$145K Buy
+957
New +$137K 0.02% 209
2019
Q1 		– Sell
-150
Closed -$8K – 880
2018
Q4 		$8K Buy
+150
New +$8.23K ﹤0.01% 474

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

Howe & Rusling's SOXX Position: Q2 2026 in Review

Howe & Rusling opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 291 shares worth $186K. The stake represents 0.01% of the portfolio and ranks #320 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in SOXX as recently as Q4 2024.

Howe & Rusling first reported a position in SOXX in Q4 2018 and has held it in 15 quarters since. The position peaked at $191K in Q4 2021. 1,187 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Howe & Rusling held 291 shares of iShares Semiconductor ETF worth $186K as of Q2 2026.
  • iShares Semiconductor ETF was a new Howe & Rusling position in Q2 2026.
  • iShares Semiconductor ETF made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #320 holding.
  • Howe & Rusling first reported a position in iShares Semiconductor ETF in Q4 2018 and has held it in 15 quarters since.
  • Howe & Rusling's iShares Semiconductor ETF position peaked at $191K in Q4 2021.
  • 1,187 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.