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Independent Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Independent Financial Group’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 		$33.1M Buy
51,635
+19,720
+62% +$10M 0.62% 22
2026
Q1 		$10.5M Buy
31,915
+6,547
+26% +$2.23M 0.24% 80
2025
Q4 		$7.64M Sell
25,368
-600
-2% -$177K 0.17% 115
2025
Q3 		$7.04M Sell
25,968
-2,233
-8% -$557K 0.17% 115
2025
Q2 		$6.73M Buy
28,201
+5,903
+26% +$1.18M 0.19% 102
2025
Q1 		$4.2M Sell
22,298
-1,763
-7% -$376K 0.14% 141
2024
Q4 		$5.18M Buy
24,061
+745
+3% +$166K 0.17% 109
2024
Q3 		$5.38M Sell
23,316
-2,148
-8% -$493K 0.2% 94
2024
Q2 		$6.28M Sell
25,464
-1,812
-7% -$415K 0.25% 76
2024
Q1 		$6.16M Buy
27,276
+3,171
+13% +$659K 0.28% 76
2023
Q4 		$4.63M Sell
24,105
-5,700
-19% -$956K 0.25% 95
2023
Q3 		$4.71M Buy
29,805
+459
+2% +$76.4K 0.31% 64
2023
Q2 		$4.96M Buy
29,346
+9,468
+48% +$1.42M 0.34% 55
2023
Q1 		$2.95M Buy
19,878
+4,050
+26% +$552K 0.24% 99
2022
Q4 		$1.84M Buy
15,828
+576
+4% +$66.9K 0.16% 127
2022
Q3 		$1.62M Sell
15,252
-1,617
-10% -$203K 0.15% 135
2022
Q2 		$1.97M Sell
16,869
-3,798
-18% -$512K 0.21% 110
2022
Q1 		$3.26M Buy
20,667
+3,486
+20% +$558K 0.27% 74
2021
Q4 		$3.11M Sell
17,181
-903
-5% -$151K 0.26% 76
2021
Q3 		$2.69M Buy
18,084
+3,225
+22% +$490K 0.27% 80
2021
Q2 		$2.25M Sell
14,859
-477
-3% -$68.3K 0.24% 97
2021
Q1 		$2.17M Buy
15,336
+6,429
+72% +$880K 0.28% 84
2020
Q4 		$1.13M Buy
8,907
+1,644
+23% +$189K 0.17% 151
2020
Q3 		$737K Buy
7,263
+585
+9% +$57.2K 0.14% 167
2020
Q2 		$603K Buy
6,678
+591
+10% +$47.8K 0.13% 181
2020
Q1 		$416K Buy
+6,087
New +$482K 0.12% 201

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Independent Financial Group's SOXX Position: Q2 2026 in Review

Independent Financial Group increased its iShares Semiconductor ETF (SOXX) stake by 62% in Q2 2026, buying an estimated $10M and bringing the position to 51,635 shares worth $33.1M. The position accounts for 0.62% of the portfolio, ranked #22.

Independent Financial Group first reported a position in SOXX in Q1 2020 and has held it in 26 quarters since. 1,130 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Independent Financial Group held 51,635 shares of iShares Semiconductor ETF worth $33.1M as of Q2 2026.
  • Independent Financial Group bought 19,720 iShares Semiconductor ETF shares in Q2 2026, an estimated $10M.
  • iShares Semiconductor ETF made up 0.62% of Independent Financial Group's portfolio in Q2 2026, its #22 holding.
  • Independent Financial Group first reported a position in iShares Semiconductor ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,130 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.