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

IAG 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	$331K	Buy	516 +54	+12%	+$27.4K	0.03%	104
2026 Q1	$152K	Buy	462 +25	+6%	+$8.53K	0.02%	138
2025 Q4	$132K	Buy	437 +86	+25%	+$25.4K	0.02%	139
2025 Q3	$95.1K	Buy	351 +9	+3%	+$2.25K	0.01%	163
2025 Q2	$81.7K	Hold	342	–	–	0.01%	164
2025 Q1	$64.4K	Buy	342 +133	+64%	+$28.4K	0.01%	179
2024 Q4	$45K	Sell	209 -130	-38%	-$29K	0.01%	200
2024 Q3	$78.2K	Buy	339 +130	+62%	+$29.9K	0.01%	155
2024 Q2	$51.5K	Buy	+209	New	+$47.8K	0.01%	175

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

IAG Wealth Partners increased its iShares Semiconductor ETF (SOXX) stake by 12% in Q2 2026, buying an estimated $27.4K and bringing the position to 516 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #104.

IAG Wealth Partners first reported a position in SOXX in Q2 2024 and has held it in 9 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

IAG Wealth Partners held 516 shares of iShares Semiconductor ETF worth $331K as of Q2 2026.
IAG Wealth Partners bought 54 iShares Semiconductor ETF shares in Q2 2026, an estimated $27.4K.
iShares Semiconductor ETF made up 0.03% of IAG Wealth Partners's portfolio in Q2 2026, its #104 holding.
IAG Wealth Partners first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.