Independent Solutions Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Independent Solutions Wealth Management’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	-1,040	Closed	-$342K	–	201
2026 Q1	$342K	Buy	+1,040	New	+$355K	0.05%	157
2025 Q4	–	Sell	-1,257	Closed	-$341K	–	183
2025 Q3	$341K	Buy	+1,257	New	+$314K	0.06%	147
2025 Q1	–	Sell	-1,089	Closed	-$235K	–	184
2024 Q4	$235K	Buy	+1,089	New	+$243K	0.05%	158

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 Solutions Wealth Management's SOXX Position: Q2 2026 in Review

Independent Solutions Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2026, closing a stake of 1,040 shares — an estimated $342K sold.

Independent Solutions Wealth Management first reported a position in SOXX in Q4 2024 and held it in 3 quarters. The position peaked at $342K in Q1 2026. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Independent Solutions Wealth Management reported no remaining iShares Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
Independent Solutions Wealth Management sold 1,040 iShares Semiconductor ETF shares in Q2 2026, an estimated $342K.
Independent Solutions Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2024 and held it in 3 quarters.
Independent Solutions Wealth Management's iShares Semiconductor ETF position peaked at $342K in Q1 2026.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.