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Juncture Wealth Strategies’s iShares Semiconductor ETF SOXX Stock Holding History

Juncture Wealth Strategies’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 		$2.54M Sell
3,966
-267
-6% -$136K 0.66% 38
2026
Q1 		$1.39M Sell
4,233
-293
-6% -$100K 0.47% 42
2025
Q4 		$1.36M Sell
4,526
-391
-8% -$115K 0.45% 38
2025
Q3 		$1.33M Sell
4,917
-362
-7% -$90.3K 0.45% 41
2025
Q2 		$1.26M Sell
5,279
-271
-5% -$54.3K 0.45% 37
2025
Q1 		$1.04M Buy
5,550
+166
+3% +$35.4K 0.41% 41
2024
Q4 		$1.16M Buy
5,384
+349
+7% +$77.9K 0.43% 38
2024
Q3 		$1.16M Sell
5,035
-66
-1% -$15.2K 0.45% 38
2024
Q2 		$1.26M Sell
5,101
-43
-0.8% -$9.84K 0.53% 31
2024
Q1 		$1.16M Buy
5,144
+101
+2% +$21K 0.5% 36
2023
Q4 		$968K Buy
5,043
+207
+4% +$34.7K 0.44% 46
2023
Q3 		$764K Buy
4,836
+93
+2% +$15.5K 0.37% 59
2023
Q2 		$802K Buy
4,743
+372
+9% +$55.8K 0.38% 49
2023
Q1 		$648K Sell
4,371
-675
-13% -$92K 0.32% 62
2022
Q4 		$585K Buy
5,046
+732
+17% +$85K 0.28% 63
2022
Q3 		$458K Sell
4,314
-1,767
-29% -$222K 0.23% 73
2022
Q2 		$709K Sell
6,081
-567
-9% -$76.5K 0.35% 54
2022
Q1 		$1.05M Buy
6,648
+111
+2% +$17.8K 0.5% 40
2021
Q4 		$1.18M Buy
6,537
+273
+4% +$45.8K 0.56% 41
2021
Q3 		$931K Buy
6,264
+81
+1% +$12.3K 0.49% 43
2021
Q2 		$946K Sell
6,183
-192
-3% -$27.5K 0.54% 41
2021
Q1 		$879K Sell
6,375
-3,150
-33% -$431K 0.55% 45
2020
Q4 		$1.2M Sell
9,525
-1,254
-12% -$144K 0.76% 30
2020
Q3 		$1.09M Sell
10,779
-2,721
-20% -$266K 0.76% 31
2020
Q2 		$1.22M Sell
13,500
-84
-0.6% -$6.79K 0.92% 23
2020
Q1 		$929K Sell
13,584
-54
-0.4% -$4.28K 0.86% 29
2019
Q4 		$1.14M Buy
13,638
+3,663
+37% +$282K 0.89% 32
2019
Q3 		$703K Sell
9,975
-3,051
-23% -$210K 0.62% 43
2019
Q2 		$861K Sell
13,026
-3,138
-19% -$205K 0.69% 42
2019
Q1 		$1.02M Sell
16,164
-11,664
-42% -$688K 0.79% 33
2018
Q4 		$1.46M Sell
27,828
-12,732
-31% -$699K 0.98% 28
2018
Q3 		$2.5M Buy
40,560
+96
+0.2% +$5.93K 1.31% 23
2018
Q2 		$2.4M Sell
40,464
-750
-2% -$45.5K 1.29% 22
2018
Q1 		$2.47M Sell
41,214
-2,082
-5% -$127K 1.38% 19
2017
Q4 		$2.45M Sell
43,296
-2,748
-6% -$156K 1.38% 20
2017
Q3 		$2.43M Sell
46,044
-663
-1% -$33K 1.37% 20
2017
Q2 		$2.18M Buy
46,707
+1,998
+4% +$94.2K 1.25% 25
2017
Q1 		$2.04M Buy
44,709
+7,890
+21% +$344K 1.25% 25
2016
Q4 		$1.51M Buy
36,819
+16,623
+82% +$643K 1.04% 26
2016
Q3 		$761K Buy
20,196
+933
+5% +$32.6K 0.51% 48
2016
Q2 		$601K Sell
19,263
-735
-4% -$22.4K 0.43% 55
2016
Q1 		$611K Sell
19,998
-906
-4% -$25.4K 0.45% 58
2015
Q4 		$626K Sell
20,904
-1,848
-8% -$55K 0.47% 53
2015
Q3 		$618K Sell
22,752
-1,779
-7% -$50.5K 0.5% 50
2015
Q2 		$753K Sell
24,531
-1,008
-4% -$32.3K 0.61% 36
2015
Q1 		$800K Sell
25,539
-38,193
-60% -$1.19M 0.66% 37
2014
Q4 		$1.98M Buy
+63,732
New +$1.87M 0.95% 25

Other funds holding SOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Juncture Wealth Strategies's SOXX Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its iShares Semiconductor ETF (SOXX) stake by 6.3% in Q2 2026, selling an estimated $136K and leaving 3,966 shares worth $2.54M. The position accounts for 0.66% of the portfolio, ranked #38.

Juncture Wealth Strategies first reported a position in SOXX in Q4 2014 and has held it in 47 quarters since. 190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Juncture Wealth Strategies held 3,966 shares of iShares Semiconductor ETF worth $2.54M as of Q2 2026.
  • Juncture Wealth Strategies sold 267 iShares Semiconductor ETF shares in Q2 2026, an estimated $136K.
  • iShares Semiconductor ETF made up 0.66% of Juncture Wealth Strategies's portfolio in Q2 2026, its #38 holding.
  • Juncture Wealth Strategies first reported a position in iShares Semiconductor ETF in Q4 2014 and has held it in 47 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.