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J.W. Cole Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

J.W. Cole 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 		$9.57M Buy
+14,934
New +$7.58M 0.16% 131
2026
Q1 		– Sell
-14,973
Closed -$4.23M – 1377
2025
Q4 		$4.23M Sell
14,973
-87
-0.6% -$25.7K 0.1% 200
2025
Q3 		$4.08M Buy
15,060
+139
+0.9% +$34.7K 0.08% 250
2025
Q2 		$3.56M Buy
14,921
+1,397
+10% +$280K 0.08% 251
2025
Q1 		$2.54M Buy
13,524
+3,250
+32% +$694K 0.08% 253
2024
Q4 		$2.21M Buy
10,274
+129
+1% +$28.8K 0.09% 231
2024
Q3 		$2.34M Sell
10,145
-125
-1% -$28.7K 0.1% 213
2024
Q2 		$2.53M Buy
10,270
+309
+3% +$70.7K 0.12% 175
2024
Q1 		$2.25M Buy
9,961
+1,867
+23% +$388K 0.11% 194
2023
Q4 		$1.55M Buy
8,094
+852
+12% +$143K 0.09% 230
2023
Q3 		$1.14M Buy
7,242
+3,063
+73% +$510K 0.08% 237
2023
Q2 		$707K Sell
4,179
-129
-3% -$19.3K 0.05% 341
2023
Q1 		$639K Buy
4,308
+1,413
+49% +$193K 0.05% 388
2022
Q4 		$336K Sell
2,895
-192
-6% -$22.3K 0.03% 518
2022
Q3 		$328K Buy
3,087
+93
+3% +$11.7K 0.03% 509
2022
Q2 		$349K Buy
2,994
+174
+6% +$23.5K 0.03% 501
2022
Q1 		$445K Sell
2,820
-1,614
-36% -$258K 0.03% 493
2021
Q4 		$802K Buy
+4,434
New +$744K 0.05% 342
2021
Q3 		– Sell
-3,309
Closed -$501K – 720
2021
Q2 		$501K Buy
3,309
+753
+29% +$108K 0.04% 433
2021
Q1 		$361K Sell
2,556
-186
-7% -$25.4K 0.03% 466
2020
Q4 		$347K Buy
2,742
+261
+11% +$30K 0.04% 437
2020
Q3 		$252K Buy
+2,481
New +$242K 0.02% 596

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

J.W. Cole Advisors's SOXX Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 14,934 shares worth $9.57M. The stake represents 0.16% of the portfolio and ranks #131 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SOXX as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SOXX in Q3 2020 and has held it in 22 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • J.W. Cole Advisors held 14,934 shares of iShares Semiconductor ETF worth $9.57M as of Q2 2026.
  • iShares Semiconductor ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Semiconductor ETF made up 0.16% of J.W. Cole Advisors's portfolio in Q2 2026, its #131 holding.
  • J.W. Cole Advisors first reported a position in iShares Semiconductor ETF in Q3 2020 and has held it in 22 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.