McHugh Group’s iShares Semiconductor ETF SOXX Stock Holding History

McHugh Group’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	$2.58M	Hold	4,033	–	–	1.32%	17
2026 Q1	$1.33M	Hold	4,033	–	–	0.78%	26
2025 Q4	$1.21M	Hold	4,033	–	–	0.69%	27
2025 Q3	$1.09M	Hold	4,033	–	–	0.65%	29
2025 Q2	$963K	Hold	4,033	–	–	0.64%	28
2025 Q1	$759K	Hold	4,033	–	–	0.57%	29
2024 Q4	$869K	Buy	+4,033	New	+$900K	0.65%	27

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

TCM

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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

McHugh Group's SOXX Position: Q2 2026 in Review

McHugh Group held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 4,033 shares worth $2.58M. The position accounts for 1.32% of the portfolio, ranked #17.

McHugh Group first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

McHugh Group held 4,033 shares of iShares Semiconductor ETF worth $2.58M as of Q2 2026.
McHugh Group left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 1.32% of McHugh Group's portfolio in Q2 2026, its #17 holding.
McHugh Group first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
356 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on McHugh Group's 13F filing for Q2 2026, filed 16 Jul 2026.