Legacy Edge Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Legacy Edge 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	$25M	Sell	38,947 -7,467	-16%	-$3.79M	2.29%	9
2026 Q1	$15.3M	Sell	46,414 -4,446	-9%	-$1.52M	1.6%	18
2025 Q4	$15.3M	Buy	50,860 +200	+0.4%	+$59K	1.68%	18
2025 Q3	$13.7M	Buy	50,660 +3,147	+7%	+$785K	1.62%	18
2025 Q2	$11.3M	Buy	47,513 +1,879	+4%	+$377K	1.51%	20
2025 Q1	$8.59M	Sell	45,634 -1,471	-3%	-$314K	1.34%	24
2024 Q4	$10.2M	Sell	47,105 -549	-1%	-$122K	1.62%	21
2024 Q3	$11M	Buy	47,654 +5,650	+13%	+$1.3M	1.76%	20
2024 Q2	$10.4M	Buy	42,004 +5,518	+15%	+$1.26M	1.91%	20
2024 Q1	$8.24M	Buy	36,486 +1,920	+6%	+$399K	1.72%	20
2023 Q4	$6.64M	Buy	+34,566	New	+$5.8M	1.52%	19

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 48.85% 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

Legacy Edge Advisors's SOXX Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 16% in Q2 2026, selling an estimated $3.79M and leaving 38,947 shares worth $25M. The position accounts for 2.29% of the portfolio, ranked #9.

Legacy Edge Advisors first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 1,189 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Legacy Edge Advisors held 38,947 shares of iShares Semiconductor ETF worth $25M as of Q2 2026.
Legacy Edge Advisors sold 7,467 iShares Semiconductor ETF shares in Q2 2026, an estimated $3.79M.
iShares Semiconductor ETF made up 2.29% of Legacy Edge Advisors's portfolio in Q2 2026, its #9 holding.
Legacy Edge Advisors first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,189 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.