Lake Hills Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Lake Hills Wealth Management’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	$9.61M	Sell	14,996 -17,037	-53%	-$8.65M	4.37%	8
2026 Q1	$10.5M	Buy	+32,033	New	+$10.9M	5.89%	4
2025 Q3	–	Sell	-25,105	Closed	-$5.99M	–	62
2025 Q2	$5.99M	Buy	+25,105	New	+$5.03M	3.43%	11
2022 Q1	–	Sell	-39,129	Closed	-$7.07M	–	59
2021 Q4	$7.07M	Buy	+39,129	New	+$6.56M	5%	3

Other funds holding SOXX

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lake Hills Wealth Management's SOXX Position: Q2 2026 in Review

Lake Hills Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 53% in Q2 2026, selling an estimated $8.65M and leaving 14,996 shares worth $9.61M. The position accounts for 4.37% of the portfolio, ranked #8.

Lake Hills Wealth Management first reported a position in SOXX in Q4 2021 and has held it in 4 quarters since. The position peaked at $10.5M in Q1 2026. 500 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Lake Hills Wealth Management held 14,996 shares of iShares Semiconductor ETF worth $9.61M as of Q2 2026.
Lake Hills Wealth Management sold 17,037 iShares Semiconductor ETF shares in Q2 2026, an estimated $8.65M.
iShares Semiconductor ETF made up 4.37% of Lake Hills Wealth Management's portfolio in Q2 2026, its #8 holding.
Lake Hills Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 4 quarters since.
Lake Hills Wealth Management's iShares Semiconductor ETF position peaked at $10.5M in Q1 2026.
500 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.