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McAdam LLC’s iShares Semiconductor ETF SOXX Stock Holding History

McAdam LLC’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 		$2.12M Buy
3,307
+158
+5% +$80.2K 0.08% 103
2026
Q1 		$1.03M Buy
3,149
+102
+3% +$34.8K 0.05% 155
2025
Q4 		$918K Buy
3,047
+47
+2% +$13.9K 0.04% 162
2025
Q3 		$813K Buy
3,000
+230
+8% +$57.4K 0.04% 159
2025
Q2 		$661K Sell
2,770
-348
-11% -$69.7K 0.04% 173
2025
Q1 		$587K Sell
3,118
-2,726
-47% -$582K 0.04% 172
2024
Q4 		$1.26M Buy
5,844
+458
+9% +$102K 0.07% 120
2024
Q3 		$1.24M Buy
5,386
+715
+15% +$164K 0.07% 115
2024
Q2 		$1.15M Buy
4,671
+1,392
+42% +$319K 0.07% 111
2024
Q1 		$741K Buy
3,279
+747
+30% +$155K 0.05% 135
2023
Q4 		$486K Buy
2,532
+105
+4% +$17.6K 0.04% 168
2023
Q3 		$383K Buy
2,427
+93
+4% +$15.5K 0.03% 178
2023
Q2 		$395K Buy
2,334
+348
+18% +$52.2K 0.03% 178
2023
Q1 		$294K Buy
+1,986
New +$271K 0.03% 201
2022
Q2 		– Sell
-1,302
Closed -$205K – 237
2022
Q1 		$205K Buy
+1,302
New +$209K 0.02% 201
2018
Q4 		– Sell
-72
Closed -$4K – 521
2018
Q3 		$4K Hold
72
– – ﹤0.01% 447
2018
Q2 		$4K Hold
72
– – ﹤0.01% 434
2018
Q1 		$4K Buy
+72
New +$4.39K ﹤0.01% 441

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McAdam LLC's SOXX Position: Q2 2026 in Review

McAdam LLC increased its iShares Semiconductor ETF (SOXX) stake by 5% in Q2 2026, buying an estimated $80.2K and bringing the position to 3,307 shares worth $2.12M. The position accounts for 0.08% of the portfolio, ranked #103.

McAdam LLC first reported a position in SOXX in Q1 2018 and has held it in 18 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • McAdam LLC held 3,307 shares of iShares Semiconductor ETF worth $2.12M as of Q2 2026.
  • McAdam LLC bought 158 iShares Semiconductor ETF shares in Q2 2026, an estimated $80.2K.
  • iShares Semiconductor ETF made up 0.08% of McAdam LLC's portfolio in Q2 2026, its #103 holding.
  • McAdam LLC first reported a position in iShares Semiconductor ETF in Q1 2018 and has held it in 18 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.