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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 		$11.3M Buy
47,513
+1,099
+2% +$558K 1.51% 20
2026
Q1 		$15.3M Sell
46,414
-4,446
-9% -$1.52M 1.6% 18
2025
Q4 		$15.3M Buy
+50,860
New +$15M 1.68% 18

Other funds holding SOXX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Commonwealth Equity Services
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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

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

Legacy Edge Advisors increased its iShares Semiconductor ETF (SOXX) stake by 2.4% in Q2 2026, buying an estimated $558K and bringing the position to 47,513 shares worth $11.3M. The position accounts for 1.51% of the portfolio, ranked #20.

Legacy Edge Advisors first reported a position in SOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.3M in Q4 2025. 804 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Legacy Edge Advisors held 47,513 shares of iShares Semiconductor ETF worth $11.3M as of Q2 2026.
  • Legacy Edge Advisors bought 1,099 iShares Semiconductor ETF shares in Q2 2026, an estimated $558K.
  • iShares Semiconductor ETF made up 1.51% of Legacy Edge Advisors's portfolio in Q2 2026, its #20 holding.
  • Legacy Edge Advisors first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares Semiconductor ETF position peaked at $15.3M in Q4 2025.
  • 804 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.