Liberty Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Liberty Wealth Management’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	$402K	Hold	1,223	–	–	0.05%	164
2026 Q1	$402K	Buy	1,223 +41	+3%	+$14K	0.05%	164
2025 Q4	$356K	Buy	1,182 +13	+1%	+$3.83K	0.05%	170
2025 Q3	$317K	Buy	1,169 +5	+0.4%	+$1.25K	0.04%	172
2025 Q2	$278K	Buy	1,164 +12	+1%	+$2.4K	0.04%	176
2025 Q1	$217K	Sell	1,152 -6	-0.5%	-$1.28K	0.04%	145
2024 Q4	$250K	Sell	1,158 -37	-3%	-$8.25K	0.04%	173
2024 Q3	$276K	Sell	1,195 -125	-9%	-$28.7K	0.05%	163
2024 Q2	$326K	Buy	1,320 +63	+5%	+$14.4K	0.06%	147
2024 Q1	$284K	Buy	1,257 +144	+13%	+$29.9K	0.06%	149
2023 Q4	$214K	Buy	+1,113	New	+$187K	0.05%	155
2019 Q3	–	Sell	-240	Closed	-$16K	–	968
2019 Q2	$16K	Buy	+240	New	+$15.7K	0.01%	449

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 Wealth Management's SOXX Position: Q2 2026 in Review

Liberty Wealth Management held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 1,223 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #164.

Liberty Wealth Management first reported a position in SOXX in Q2 2019 and has held it in 12 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Liberty Wealth Management held 1,223 shares of iShares Semiconductor ETF worth $402K as of Q2 2026.
Liberty Wealth Management left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.05% of Liberty Wealth Management's portfolio in Q2 2026, its #164 holding.
Liberty Wealth Management first reported a position in iShares Semiconductor ETF in Q2 2019 and has held it in 12 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.