MassMutual Private Wealth & Trust’s iShares Semiconductor ETF SOXX Stock Holding History

MassMutual Private Wealth & Trust’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	$44.2K	Buy	69 +49	+245%	+$24.9K	﹤0.01%	819
2026 Q1	$6.57K	Hold	20	–	–	﹤0.01%	1552
2025 Q4	$6.02K	Sell	20 -75	-79%	-$22.1K	﹤0.01%	1603
2025 Q3	$25.8K	Hold	95	–	–	﹤0.01%	1011
2025 Q2	$22.7K	Buy	+95	New	+$19K	﹤0.01%	1059

Other funds holding SOXX

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WFA

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

MassMutual Private Wealth & Trust's SOXX Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its iShares Semiconductor ETF (SOXX) stake by 245% in Q2 2026, buying an estimated $24.9K and bringing the position to 69 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

MassMutual Private Wealth & Trust first reported a position in SOXX in Q2 2025 and has held it in 5 quarters since. 568 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

MassMutual Private Wealth & Trust held 69 shares of iShares Semiconductor ETF worth $44.2K as of Q2 2026.
MassMutual Private Wealth & Trust bought 49 iShares Semiconductor ETF shares in Q2 2026, an estimated $24.9K.
iShares Semiconductor ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #819 holding.
MassMutual Private Wealth & Trust first reported a position in iShares Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
568 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.