Journey Advisory Group’s iShares Semiconductor ETF SOXX Stock Holding History

Journey Advisory Group’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	$433K	Sell	675 -45	-6%	-$22.8K	0.03%	215
2026 Q1	$237K	Hold	720	–	–	0.02%	231
2025 Q4	$217K	Buy	+720	New	+$212K	0.02%	250
2025 Q1	–	Sell	-1,040	Closed	-$256K	–	288
2024 Q4	$256K	Hold	1,040	–	–	0.03%	203
2024 Q3	$256K	Sell	1,040 -20	-2%	-$4.59K	0.03%	203
2024 Q2	$261K	Sell	1,060 -100	-9%	-$22.9K	0.03%	201
2024 Q1	$262K	Sell	1,160 -40	-3%	-$8.32K	0.03%	208
2023 Q4	$230K	Buy	+1,200	New	+$201K	0.03%	200
2023 Q3	–	Sell	-1,200	Closed	-$203K	–	223
2023 Q2	$203K	Buy	+1,200	New	+$180K	0.03%	222

Other funds holding SOXX

LPL Financial San Diego, California $445B AUM 25.58% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

Journey Advisory Group's SOXX Position: Q2 2026 in Review

Journey Advisory Group reduced its iShares Semiconductor ETF (SOXX) stake by 6.3% in Q2 2026, selling an estimated $22.8K and leaving 675 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #215.

Journey Advisory Group first reported a position in SOXX in Q2 2023 and has held it in 9 quarters since. 870 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Journey Advisory Group held 675 shares of iShares Semiconductor ETF worth $433K as of Q2 2026.
Journey Advisory Group sold 45 iShares Semiconductor ETF shares in Q2 2026, an estimated $22.8K.
iShares Semiconductor ETF made up 0.03% of Journey Advisory Group's portfolio in Q2 2026, its #215 holding.
Journey Advisory Group first reported a position in iShares Semiconductor ETF in Q2 2023 and has held it in 9 quarters since.
870 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.