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Legend Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Legend Financial 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 		$19.6M Sell
30,649
-12,624
-29% -$6.41M 11.16% 1
2026
Q1 		$14.2M Sell
43,273
-5,286
-11% -$1.8M 9.17% 3
2025
Q4 		$14.6M Sell
48,559
-3,458
-7% -$1.02M 8.85% 3
2025
Q3 		$14.1M Sell
52,017
-4,008
-7% -$1,000K 8.65% 3
2025
Q2 		$13.4M Buy
56,025
+879
+2% +$176K 8.88% 3
2025
Q1 		$10.4M Buy
55,146
+5,132
+10% +$1.1M 7.62% 3
2024
Q4 		$10.8M Sell
50,014
-494
-1% -$110K 7.6% 4
2024
Q3 		$11.6M Sell
50,508
-1,124
-2% -$258K 8.04% 4
2024
Q2 		$12.7M Sell
51,632
-3,226
-6% -$738K 9.04% 2
2024
Q1 		$12.4M Buy
54,858
+372
+0.7% +$77.3K 8.98% 2
2023
Q4 		$10.5M Sell
54,486
-1,026
-2% -$172K 8.41% 4
2023
Q3 		$8.76M Sell
55,512
-678
-1% -$113K 7.48% 4
2023
Q2 		$9.5M Sell
56,190
-9,066
-14% -$1.36M 7.93% 4
2023
Q1 		$9.67M Buy
65,256
+201
+0.3% +$27.4K 8.12% 3
2022
Q4 		$7.55M Sell
65,055
-102
-0.2% -$11.8K 6.6% 5
2022
Q3 		$6.92M Sell
65,157
-1,959
-3% -$246K 6.5% 5
2022
Q2 		$7.82M Sell
67,116
-42,420
-39% -$5.72M 8.08% 4
2022
Q1 		$16.3M Buy
109,536
+4,164
+4% +$667K 10.34% 4
2021
Q4 		$19M Sell
105,372
-4,164
-4% -$698K 13.29% 2
2021
Q3 		$16.3M Buy
109,536
+8,139
+8% +$1.24M 10.34% 4
2021
Q2 		$15.4M Buy
101,397
+93,168
+1,132% +$13.3M 9.88% 5
2021
Q1 		$1.16M Sell
8,229
-99,753
-92% -$13.6M 8.82% 5
2020
Q4 		$13.6M Sell
107,982
-31,377
-23% -$3.6M 11.06% 5
2020
Q3 		$14.2M Sell
139,359
-18,621
-12% -$1.82M 11.19% 5
2020
Q2 		$14.3M Sell
157,980
-1,674
-1% -$135K 8.97% 5
2020
Q1 		$10.9M Sell
159,654
-213
-0.1% -$16.9K 9.81% 7
2019
Q4 		$13.4M Sell
159,867
-4,257
-3% -$327K 11.43% 3
2019
Q3 		$11.6M Buy
164,124
+573
+0.4% +$39.5K 9.83% 4
2019
Q2 		$10.8M Sell
163,551
-9,657
-6% -$631K 9.53% 4
2019
Q1 		$10.9M Sell
173,208
-1,698
-1% -$100K 12.02% 3
2018
Q4 		$9.15M Buy
+174,906
New +$9.6M 13.41% 2

Other funds holding SOXX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GG
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
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Legend Financial Advisors's SOXX Position: Q2 2026 in Review

Legend Financial Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 29% in Q2 2026, selling an estimated $6.41M and leaving 30,649 shares worth $19.6M. The position accounts for 11.16% of the portfolio, ranked #1.

Legend Financial Advisors first reported a position in SOXX in Q4 2018 and has held it in 31 quarters since. 356 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Legend Financial Advisors held 30,649 shares of iShares Semiconductor ETF worth $19.6M as of Q2 2026.
  • Legend Financial Advisors sold 12,624 iShares Semiconductor ETF shares in Q2 2026, an estimated $6.41M.
  • iShares Semiconductor ETF made up 11.16% of Legend Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Legend Financial Advisors first reported a position in iShares Semiconductor ETF in Q4 2018 and has held it in 31 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.