J. M. Brown & Associates’s iShares Semiconductor ETF SOXX Stock Holding History

J. M. Brown & Associates’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	$704K	Buy	+1,099	New	+$558K	0.4%	79

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

J. M. Brown & Associates's SOXX Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 1,099 shares worth $704K. The stake represents 0.4% of the portfolio and ranks #79 among its holdings.

1,130 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

J. M. Brown & Associates held 1,099 shares of iShares Semiconductor ETF worth $704K as of Q2 2026.
iShares Semiconductor ETF was a new J. M. Brown & Associates position in Q2 2026.
iShares Semiconductor ETF made up 0.4% of J. M. Brown & Associates's portfolio in Q2 2026, its #79 holding.
1,130 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.