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IPG Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

IPG Investment Advisors’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 		$911K Sell
1,422
-59
-4% -$30K 0.13% 129
2026
Q1 		$487K Sell
1,481
-73
-5% -$24.9K 0.08% 143
2025
Q4 		$468K Buy
1,554
+405
+35% +$119K 0.08% 141
2025
Q3 		$312K Buy
1,149
+107
+10% +$26.7K 0.06% 168
2025
Q2 		$249K Buy
+1,042
New +$209K 0.05% 152
2025
Q1 		– Sell
-1,622
Closed -$350K – 194
2024
Q4 		$350K Sell
1,622
-21,009
-93% -$4.69M 0.08% 121
2024
Q3 		$5.22M Buy
+22,631
New +$5.2M 1.14% 25
2022
Q1 		– Sell
-9,087
Closed -$1.64M – 217
2021
Q4 		$1.64M Buy
+9,087
New +$1.52M 0.3% 57
2021
Q2 		– Sell
-1,527
Closed -$216K – 214
2021
Q1 		$216K Buy
+1,527
New +$209K 0.04% 175
2020
Q3 		– Sell
-2,238
Closed -$202K – 166
2020
Q2 		$202K Buy
+2,238
New +$181K 0.07% 114

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IPG Investment Advisors's SOXX Position: Q2 2026 in Review

IPG Investment Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 4% in Q2 2026, selling an estimated $30K and leaving 1,422 shares worth $911K. The position accounts for 0.13% of the portfolio, ranked #129.

IPG Investment Advisors first reported a position in SOXX in Q2 2020 and has held it in 10 quarters since. The position peaked at $5.22M in Q3 2024. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • IPG Investment Advisors held 1,422 shares of iShares Semiconductor ETF worth $911K as of Q2 2026.
  • IPG Investment Advisors sold 59 iShares Semiconductor ETF shares in Q2 2026, an estimated $30K.
  • iShares Semiconductor ETF made up 0.13% of IPG Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • IPG Investment Advisors first reported a position in iShares Semiconductor ETF in Q2 2020 and has held it in 10 quarters since.
  • IPG Investment Advisors's iShares Semiconductor ETF position peaked at $5.22M in Q3 2024.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.