Insight Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Insight Wealth Partners’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	$5.2M	Buy	8,117 +289	+4%	+$147K	0.7%	13
2026 Q1	$2.57M	Buy	7,828 +110	+1%	+$37.5K	0.36%	24
2025 Q4	$2.32M	Sell	7,718 -290	-4%	-$85.5K	0.32%	29
2025 Q3	$2.17M	Buy	8,008 +42	+0.5%	+$10.5K	0.66%	29
2025 Q2	$1.9M	Buy	7,966 +296	+4%	+$59.3K	0.74%	27
2025 Q1	$1.44M	Buy	7,670 +288	+4%	+$61.5K	0.24%	34
2024 Q4	$1.59M	Buy	7,382 +29	+0.4%	+$6.47K	0.22%	32
2024 Q3	$1.7M	Buy	7,353 +352	+5%	+$80.9K	0.33%	31
2024 Q2	$1.73M	Buy	7,001 +1,064	+18%	+$244K	0.3%	28
2024 Q1	$1.34M	Buy	5,937 +978	+20%	+$203K	0.23%	30
2023 Q4	$952K	Buy	4,959 +2,316	+88%	+$389K	0.17%	35
2023 Q3	$417K	Buy	2,643 +1,110	+72%	+$185K	0.08%	53
2023 Q2	$259K	Buy	+1,533	New	+$230K	0.06%	64

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

Insight Wealth Partners's SOXX Position: Q2 2026 in Review

Insight Wealth Partners increased its iShares Semiconductor ETF (SOXX) stake by 3.7% in Q2 2026, buying an estimated $147K and bringing the position to 8,117 shares worth $5.2M. The position accounts for 0.7% of the portfolio, ranked #13.

Insight Wealth Partners first reported a position in SOXX in Q2 2023 and has held it in 13 quarters since. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Insight Wealth Partners held 8,117 shares of iShares Semiconductor ETF worth $5.2M as of Q2 2026.
Insight Wealth Partners bought 289 iShares Semiconductor ETF shares in Q2 2026, an estimated $147K.
iShares Semiconductor ETF made up 0.7% of Insight Wealth Partners's portfolio in Q2 2026, its #13 holding.
Insight Wealth Partners first reported a position in iShares Semiconductor ETF in Q2 2023 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 Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.