IBEX Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

IBEX Wealth Advisors’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	$4.68M	Sell	7,308 -32	-0.4%	-$16.2K	0.37%	75
2026 Q1	$2.41M	Sell	7,340 -249	-3%	-$85K	0.22%	76
2025 Q4	$2.29M	Sell	7,589 -382	-5%	-$113K	0.22%	82
2025 Q3	$2.16M	Buy	7,971 +1,542	+24%	+$385K	0.21%	84
2025 Q2	$1.53M	Buy	+6,429	New	+$1.29M	0.16%	89
2025 Q1	–	Sell	-7,085	Closed	-$1.53M	–	197
2024 Q4	$1.53M	Buy	+7,085	New	+$1.58M	0.18%	97
2023 Q1	–	Sell	-2,193	Closed	-$254K	–	165
2022 Q4	$254K	Sell	2,193 -231	-10%	-$26.8K	0.06%	156
2022 Q3	$258K	Sell	2,424 -48	-2%	-$6.02K	0.07%	129
2022 Q2	$288K	Sell	2,472 -348	-12%	-$46.9K	0.07%	129
2022 Q1	$445K	Buy	2,820 +54	+2%	+$8.65K	0.09%	122
2021 Q4	$500K	Buy	2,766 +165	+6%	+$27.7K	0.09%	123
2021 Q3	$387K	Buy	+2,601	New	+$395K	0.07%	132
2017 Q1	–	Sell	-117	Closed	-$5K	–	339
2016 Q4	$5K	Buy	+117	New	+$4.52K	﹤0.01%	376

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

IBEX Wealth Advisors's SOXX Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 0.44% in Q2 2026, selling an estimated $16.2K and leaving 7,308 shares worth $4.68M. The position accounts for 0.37% of the portfolio, ranked #75.

IBEX Wealth Advisors first reported a position in SOXX in Q4 2016 and has held it in 13 quarters since. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

IBEX Wealth Advisors held 7,308 shares of iShares Semiconductor ETF worth $4.68M as of Q2 2026.
IBEX Wealth Advisors sold 32 iShares Semiconductor ETF shares in Q2 2026, an estimated $16.2K.
iShares Semiconductor ETF made up 0.37% of IBEX Wealth Advisors's portfolio in Q2 2026, its #75 holding.
IBEX Wealth Advisors first reported a position in iShares Semiconductor ETF in Q4 2016 and has held it in 13 quarters since.
1,184 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.