Ironwood Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Ironwood Financial’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	$1.77M	Sell	3,205 -1	-0%	-$508	0.28%	69
2026 Q1	$1.05M	Buy	3,206 +15	+0.5%	+$5.12K	0.18%	83
2025 Q4	$1.05M	Sell	3,191 -68	-2%	-$20.1K	0.18%	83
2025 Q3	$884K	Sell	3,259 -235	-7%	-$58.6K	0.16%	87
2025 Q2	$657K	Hold	3,494	–	–	0.14%	96
2025 Q1	$657K	Sell	3,494 -10	-0.3%	-$2.13K	0.14%	96
2024 Q4	$755K	Sell	3,504 -24	-0.7%	-$5.35K	0.16%	89
2024 Q3	$814K	Sell	3,528 -13	-0.4%	-$2.99K	0.17%	82
2024 Q2	$873K	Sell	3,541 -92	-3%	-$21.1K	0.2%	77
2024 Q1	$821K	Sell	3,633 -36	-1%	-$7.49K	0.19%	80
2023 Q4	$705K	Sell	3,669 -33	-0.9%	-$5.54K	0.17%	86
2023 Q3	$584K	Sell	3,702 -138	-4%	-$23K	0.16%	83
2023 Q2	$649K	Hold	3,840	–	–	0.17%	80
2023 Q1	$569K	Sell	3,840 -3	-0.1%	-$409	0.16%	85
2022 Q4	$446K	Sell	3,843 -12	-0.3%	-$1.39K	0.14%	96
2022 Q3	$410K	Sell	3,855 -60	-2%	-$7.52K	0.14%	83
2022 Q2	$456K	Sell	3,915 -87	-2%	-$11.7K	0.15%	80
2022 Q1	$631K	Buy	4,002 +18	+0.5%	+$2.88K	0.18%	74
2021 Q4	$720K	Sell	3,984 -132	-3%	-$22.1K	0.2%	74
2021 Q3	$612K	Sell	4,116 -243	-6%	-$36.9K	0.18%	74
2021 Q2	$660K	Sell	4,359 -741	-15%	-$106K	0.2%	73
2021 Q1	$721K	Sell	5,100 -5,682	-53%	-$777K	0.24%	72
2020 Q4	$1.36M	Sell	10,782 -216	-2%	-$24.8K	0.51%	29
2020 Q3	$1.12M	Sell	10,998 -486	-4%	-$47.5K	0.56%	32
2020 Q2	$1.04M	Buy	11,484 +11,409	+15,212%	+$922K	0.56%	28
2020 Q1	$5K	Buy	+75	New	+$5.94K	﹤0.01%	277

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

Ironwood Financial's SOXX Position: Q2 2026 in Review

Ironwood Financial reduced its iShares Semiconductor ETF (SOXX) stake by 0.03% in Q2 2026, selling an estimated $508 and leaving 3,205 shares worth $1.77M. The position accounts for 0.28% of the portfolio, ranked #69.

Ironwood Financial first reported a position in SOXX in Q1 2020 and has held it in 26 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Ironwood Financial held 3,205 shares of iShares Semiconductor ETF worth $1.77M as of Q2 2026.
Ironwood Financial sold 1 iShares Semiconductor ETF share in Q2 2026, an estimated $508.
iShares Semiconductor ETF made up 0.28% of Ironwood Financial's portfolio in Q2 2026, its #69 holding.
Ironwood Financial first reported a position in iShares Semiconductor ETF in Q1 2020 and has held it in 26 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.