Liberty Square Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Liberty Square Wealth Partners’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	$1.11M	Hold	1,731	–	–	0.26%	46
2026 Q1	$569K	Hold	1,731	–	–	0.16%	67
2025 Q4	$521K	Hold	1,731	–	–	0.15%	76
2025 Q3	$469K	Hold	1,731	–	–	0.14%	84
2025 Q2	$413K	Hold	1,731	–	–	0.14%	84
2025 Q1	$326K	Hold	1,731	–	–	0.12%	105
2024 Q4	$386K	Buy	+1,731	New	+$386K	0.14%	96

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

Liberty Square Wealth Partners's SOXX Position: Q2 2026 in Review

Liberty Square Wealth Partners held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 1,731 shares worth $1.11M. The position accounts for 0.26% of the portfolio, ranked #46.

Liberty Square Wealth Partners first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Liberty Square Wealth Partners held 1,731 shares of iShares Semiconductor ETF worth $1.11M as of Q2 2026.
Liberty Square Wealth Partners left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.26% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #46 holding.
Liberty Square Wealth Partners first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.