Instrumental Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Instrumental Wealth’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	$266K	Buy	+414	New	+$210K	0.13%	66

Other funds holding SOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Instrumental Wealth's SOXX Position: Q2 2026 in Review

Instrumental Wealth opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 414 shares worth $266K. The stake represents 0.13% of the portfolio and ranks #66 among its holdings.

190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Instrumental Wealth held 414 shares of iShares Semiconductor ETF worth $266K as of Q2 2026.
iShares Semiconductor ETF was a new Instrumental Wealth position in Q2 2026.
iShares Semiconductor ETF made up 0.13% of Instrumental Wealth's portfolio in Q2 2026, its #66 holding.
190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.