Independent Advisor Alliance’s iShares Semiconductor ETF SOXX Stock Holding History

Independent Advisor Alliance’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	–	Sell	-28,144	Closed	-$9.25M	–	1541
2026 Q1	$9.25M	Buy	+28,144	New	+$9.61M	0.1%	185
2025 Q1	–	Sell	-18,542	Closed	-$4M	–	1283
2024 Q4	$4M	Buy	+18,542	New	+$4.14M	0.05%	325
2021 Q3	–	Sell	-8,670	Closed	-$1.31M	–	668
2021 Q2	$1.31M	Buy	8,670 +150	+2%	+$21.5K	0.07%	220
2021 Q1	$1.2M	Buy	8,520 +120	+1%	+$16.4K	0.07%	226
2020 Q4	$1.06M	Hold	8,400	–	–	0.07%	207
2020 Q3	$858K	Buy	8,400 +2,400	+40%	+$235K	0.07%	203
2020 Q2	$600K	Hold	6,000	–	–	0.06%	232
2020 Q1	$410K	Sell	6,000 -7,434	-55%	-$589K	0.06%	235
2019 Q4	$1.12M	Buy	+13,434	New	+$1.03M	0.05%	337

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

Independent Advisor Alliance's SOXX Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Semiconductor ETF (SOXX) in Q2 2026, closing a stake of 28,144 shares — an estimated $9.25M sold.

Independent Advisor Alliance first reported a position in SOXX in Q4 2019 and held it in 9 quarters. The position peaked at $9.25M in Q1 2026. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 28,144 iShares Semiconductor ETF shares in Q2 2026, an estimated $9.25M.
Independent Advisor Alliance first reported a position in iShares Semiconductor ETF in Q4 2019 and held it in 9 quarters.
Independent Advisor Alliance's iShares Semiconductor ETF position peaked at $9.25M in Q1 2026.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.