Kingswood Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Kingswood Wealth 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	$4.47M	Sell	6,981 -315	-4%	-$160K	0.18%	129
2026 Q1	$2.4M	Buy	7,296 +2,988	+69%	+$1.02M	0.11%	202
2025 Q4	$1.3M	Buy	4,308 +1,435	+50%	+$423K	0.06%	299
2025 Q3	$779K	Buy	2,873 +1,058	+58%	+$264K	0.05%	356
2025 Q2	$433K	Sell	1,815 -3,303	-65%	-$662K	0.03%	454
2025 Q1	$963K	Buy	5,118 +103	+2%	+$22K	0.09%	250
2024 Q4	$1.08M	Buy	5,015 +2,288	+84%	+$510K	0.08%	254
2024 Q3	$629K	Buy	2,727 +1,026	+60%	+$236K	0.04%	397
2024 Q2	$420K	Sell	1,701 -78	-4%	-$17.9K	0.04%	431
2024 Q1	$402K	Sell	1,779 -642	-27%	-$133K	0.05%	397
2023 Q4	$465K	Sell	2,421 -3,795	-61%	-$637K	0.05%	362
2023 Q3	$981K	Buy	6,216 +186	+3%	+$31K	0.17%	144
2023 Q2	$1.02M	Buy	+6,030	New	+$904K	0.33%	81

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

Kingswood Wealth Advisors's SOXX Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 4.3% in Q2 2026, selling an estimated $160K and leaving 6,981 shares worth $4.47M. The position accounts for 0.18% of the portfolio, ranked #129.

Kingswood Wealth Advisors first reported a position in SOXX in Q2 2023 and has held it in 13 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Kingswood Wealth Advisors held 6,981 shares of iShares Semiconductor ETF worth $4.47M as of Q2 2026.
Kingswood Wealth Advisors sold 315 iShares Semiconductor ETF shares in Q2 2026, an estimated $160K.
iShares Semiconductor ETF made up 0.18% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #129 holding.
Kingswood Wealth Advisors first reported a position in iShares Semiconductor ETF in Q2 2023 and has held it in 13 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.