Marshall & Sterling Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Marshall & Sterling Wealth 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	$1.26M	Sell	1,961 -177	-8%	-$89.9K	0.74%	32
2026 Q1	$703K	Buy	2,138 +1,113	+109%	+$380K	0.46%	42
2025 Q4	$309K	Buy	1,025 +408	+66%	+$120K	0.2%	71
2025 Q3	$167K	Buy	+617	New	+$154K	0.11%	94

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors's SOXX Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 8.3% in Q2 2026, selling an estimated $89.9K and leaving 1,961 shares worth $1.26M. The position accounts for 0.74% of the portfolio, ranked #32.

Marshall & Sterling Wealth Advisors first reported a position in SOXX in Q3 2025 and has held it in 4 quarters since. 272 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Marshall & Sterling Wealth Advisors held 1,961 shares of iShares Semiconductor ETF worth $1.26M as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 177 iShares Semiconductor ETF shares in Q2 2026, an estimated $89.9K.
iShares Semiconductor ETF made up 0.74% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
272 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.