Larson Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Larson Financial 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	$975K	Buy	1,522 +768	+102%	+$390K	0.03%	373
2026 Q1	$248K	Sell	754 -460	-38%	-$157K	0.01%	654
2025 Q4	$366K	Sell	1,214 -303	-20%	-$89.3K	0.01%	555
2025 Q3	$411K	Buy	1,517 +839	+124%	+$209K	0.01%	517
2025 Q2	$162K	Buy	678 +660	+3,667%	+$132K	0.01%	706
2025 Q1	$3.39K	Hold	18	–	–	﹤0.01%	1997
2024 Q4	$3.88K	Hold	18	–	–	﹤0.01%	1723
2024 Q3	$4.15K	Hold	18	–	–	﹤0.01%	1706
2024 Q2	$4.44K	Hold	18	–	–	﹤0.01%	1471
2024 Q1	$4.07K	Hold	18	–	–	﹤0.01%	1237
2023 Q4	$3.46K	Hold	18	–	–	﹤0.01%	1265
2023 Q3	$2.84K	Buy	18 +3	+20%	+$500	﹤0.01%	1283
2023 Q2	$2.54K	Buy	+15	New	+$2.25K	﹤0.01%	1229

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

Larson Financial Group's SOXX Position: Q2 2026 in Review

Larson Financial Group increased its iShares Semiconductor ETF (SOXX) stake by 102% in Q2 2026, buying an estimated $390K and bringing the position to 1,522 shares worth $975K. The position accounts for 0.03% of the portfolio, ranked #373.

Larson Financial Group 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.

Larson Financial Group held 1,522 shares of iShares Semiconductor ETF worth $975K as of Q2 2026.
Larson Financial Group bought 768 iShares Semiconductor ETF shares in Q2 2026, an estimated $390K.
iShares Semiconductor ETF made up 0.03% of Larson Financial Group's portfolio in Q2 2026, its #373 holding.
Larson Financial Group 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 Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.