Institute for Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Institute for 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	$543K	Buy	848 +25	+3%	+$12.7K	0.05%	309
2026 Q1	$271K	Hold	823	–	–	0.03%	451
2025 Q4	$248K	Buy	823 +1	+0.1%	+$295	0.03%	489
2025 Q3	$223K	Buy	+822	New	+$205K	0.02%	526
2020 Q1	–	Sell	-21	Closed	-$2K	–	637
2019 Q4	$2K	Buy	+21	New	+$1.61K	﹤0.01%	665

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

Institute for Wealth Management's SOXX Position: Q2 2026 in Review

Institute for Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 3% in Q2 2026, buying an estimated $12.7K and bringing the position to 848 shares worth $543K. The position accounts for 0.05% of the portfolio, ranked #309.

Institute for Wealth Management first reported a position in SOXX in Q4 2019 and has held it in 5 quarters since. 1,177 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Institute for Wealth Management held 848 shares of iShares Semiconductor ETF worth $543K as of Q2 2026.
Institute for Wealth Management bought 25 iShares Semiconductor ETF shares in Q2 2026, an estimated $12.7K.
iShares Semiconductor ETF made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #309 holding.
Institute for Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 5 quarters since.
1,177 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.