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Madrona Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History

Madrona Financial Services’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 		$1.05M Buy
1,633
+88
+6% +$44.7K 0.19% 51
2026
Q1 		$508K Buy
1,545
+140
+10% +$47.8K 0.11% 69
2025
Q4 		$423K Hold
1,405
– – 0.09% 76
2025
Q3 		$381K Buy
1,405
+196
+16% +$48.9K 0.08% 72
2025
Q2 		$289K Sell
1,209
-99
-8% -$19.8K 0.07% 83
2025
Q1 		$246K Sell
1,308
-213
-14% -$45.5K 0.07% 91
2024
Q4 		$328K Sell
1,521
-60
-4% -$13.4K 0.09% 77
2024
Q3 		$365K Sell
1,581
-60
-4% -$13.8K 0.1% 69
2024
Q2 		$405K Sell
1,641
-240
-13% -$54.9K 0.12% 59
2024
Q1 		$425K Hold
1,881
– – 0.15% 57
2023
Q4 		$361K Sell
1,881
-3,117
-62% -$523K 0.14% 56
2023
Q3 		$789K Sell
4,998
-10,644
-68% -$1.77M 0.36% 44
2023
Q2 		$2.64M Sell
15,642
-1,938
-11% -$291K 1.29% 24
2023
Q1 		$2.61M Sell
17,580
-1,488
-8% -$203K 1.4% 23
2022
Q4 		$2.21M Buy
19,068
+750
+4% +$87.1K 1.27% 22
2022
Q3 		$1.95M Buy
18,318
+306
+2% +$38.4K 1.2% 23
2022
Q2 		$2.1M Sell
18,012
-936
-5% -$126K 1.23% 22
2022
Q1 		$2.78M Sell
18,948
-5,289
-22% -$847K 1.36% 22
2021
Q4 		$4.38M Buy
24,237
+543
+2% +$91.1K 1.85% 17
2021
Q3 		$3.52M Buy
23,694
+540
+2% +$82.1K 1.67% 18
2021
Q2 		$3.51M Buy
23,154
+24
+0.1% +$3.43K 1.8% 17
2021
Q1 		$3.27M Buy
23,130
+513
+2% +$70.2K 1.68% 19
2020
Q4 		$2.86M Sell
22,617
-285
-1% -$32.7K 1.6% 18
2020
Q3 		$2.33M Buy
22,902
+630
+3% +$61.6K 1.46% 19
2020
Q2 		$2.01M Buy
22,272
+465
+2% +$37.6K 1.39% 21
2020
Q1 		$1.49M Sell
21,807
-2,346
-10% -$186K 1.24% 22
2019
Q4 		$2.02M Sell
24,153
-450
-2% -$34.6K 1.47% 22
2019
Q3 		$1.73M Buy
24,603
+258
+1% +$17.8K 1.27% 27
2019
Q2 		$1.61M Sell
24,345
-3,270
-12% -$214K 1.49% 22
2019
Q1 		$1.75M Buy
27,615
+108
+0.4% +$6.38K 1.91% 13
2018
Q4 		$1.44M Buy
27,507
+771
+3% +$42.3K 1.27% 16
2018
Q3 		$1.65M Buy
26,736
+1,668
+7% +$103K 1.25% 17
2018
Q2 		$1.49M Buy
25,068
+3,075
+14% +$187K 1.2% 17
2018
Q1 		$1.32M Buy
+21,993
New +$1.34M 1.05% 19

Other funds holding SOXX

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
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Madrona Financial Services's SOXX Position: Q2 2026 in Review

Madrona Financial Services increased its iShares Semiconductor ETF (SOXX) stake by 5.7% in Q2 2026, buying an estimated $44.7K and bringing the position to 1,633 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #51.

Madrona Financial Services first reported a position in SOXX in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.38M in Q4 2021. 190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Madrona Financial Services held 1,633 shares of iShares Semiconductor ETF worth $1.05M as of Q2 2026.
  • Madrona Financial Services bought 88 iShares Semiconductor ETF shares in Q2 2026, an estimated $44.7K.
  • iShares Semiconductor ETF made up 0.19% of Madrona Financial Services's portfolio in Q2 2026, its #51 holding.
  • Madrona Financial Services first reported a position in iShares Semiconductor ETF in Q1 2018 and has held it in 34 quarters since.
  • Madrona Financial Services's iShares Semiconductor ETF position peaked at $4.38M in Q4 2021.
  • 190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.