LA
SOXX icon

LWM Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

LWM 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 		$231K Buy
+361
New +$183K 0.17% 36

Other funds holding SOXX

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

LWM Advisors's SOXX Position: Q2 2026 in Review

LWM Advisors opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 361 shares worth $231K. The stake represents 0.17% of the portfolio and ranks #36 among its holdings.

219 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • LWM Advisors held 361 shares of iShares Semiconductor ETF worth $231K as of Q2 2026.
  • iShares Semiconductor ETF was a new LWM Advisors position in Q2 2026.
  • iShares Semiconductor ETF made up 0.17% of LWM Advisors's portfolio in Q2 2026, its #36 holding.
  • 219 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.