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Independent Wealth Network’s iShares Semiconductor ETF SOXX Stock Holding History

Independent Wealth Network’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 		$2.08M Sell
3,250
-2,220
-41% -$1.13M 0.53% 38
2026
Q1 		$1.8M Buy
5,470
+886
+19% +$302K 0.53% 43
2025
Q4 		$1.38M Buy
4,584
+169
+4% +$49.8K 0.42% 57
2025
Q3 		$1.2M Buy
4,415
+241
+6% +$60.1K 0.38% 66
2025
Q2 		$996K Buy
4,174
+345
+9% +$69.1K 0.36% 75
2025
Q1 		$720K Sell
3,829
-666
-15% -$142K 0.29% 83
2024
Q4 		$969K Buy
4,495
+415
+10% +$92.6K 0.39% 66
2024
Q3 		$941K Buy
4,080
+729
+22% +$167K 0.42% 63
2024
Q2 		$827K Buy
3,351
+238
+8% +$54.5K 0.38% 70
2024
Q1 		$703K Buy
3,113
+572
+23% +$119K 0.33% 81
2023
Q4 		$488K Buy
2,541
+1,155
+83% +$194K 0.26% 104
2023
Q3 		$219K Sell
1,386
-417
-23% -$69.4K 0.13% 178
2023
Q2 		$305K Sell
1,803
-39
-2% -$5.85K 0.18% 147
2023
Q1 		$273K Sell
1,842
-72
-4% -$9.81K 0.17% 143
2022
Q4 		$222K Buy
+1,914
New +$222K 0.15% 161
2022
Q3 		– Sell
-1,782
Closed -$208K – 193
2022
Q2 		$208K Buy
1,782
+228
+15% +$30.7K 0.15% 167
2022
Q1 		$245K Buy
+1,554
New +$249K 0.16% 161

Other funds holding SOXX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Independent Wealth Network's SOXX Position: Q2 2026 in Review

Independent Wealth Network reduced its iShares Semiconductor ETF (SOXX) stake by 41% in Q2 2026, selling an estimated $1.13M and leaving 3,250 shares worth $2.08M. The position accounts for 0.53% of the portfolio, ranked #38.

Independent Wealth Network first reported a position in SOXX in Q1 2022 and has held it in 17 quarters since. 317 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Independent Wealth Network held 3,250 shares of iShares Semiconductor ETF worth $2.08M as of Q2 2026.
  • Independent Wealth Network sold 2,220 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.13M.
  • iShares Semiconductor ETF made up 0.53% of Independent Wealth Network's portfolio in Q2 2026, its #38 holding.
  • Independent Wealth Network first reported a position in iShares Semiconductor ETF in Q1 2022 and has held it in 17 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.