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Merit Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Merit Financial 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 		$10.1M Buy
15,696
+1,249
+9% +$634K 0.06% 257
2026
Q1 		$4.75M Buy
14,447
+1,534
+12% +$524K 0.04% 406
2025
Q4 		$3.89M Buy
12,913
+702
+6% +$207K 0.03% 425
2025
Q3 		$3.31M Buy
12,211
+148
+1% +$36.9K 0.03% 416
2025
Q2 		$2.88M Buy
12,063
+319
+3% +$63.9K 0.03% 414
2025
Q1 		$2.21M Buy
11,744
+19
+0.2% +$4.06K 0.03% 395
2024
Q4 		$2.53M Buy
11,725
+876
+8% +$195K 0.05% 309
2024
Q3 		$2.5M Buy
10,849
+469
+5% +$108K 0.06% 247
2024
Q2 		$2.56M Buy
10,380
+953
+10% +$218K 0.06% 235
2024
Q1 		$2.04M Buy
+9,427
New +$1.96M 0.05% 260
2023
Q4 		– Sell
-4,455
Closed -$703K – 823
2023
Q3 		$703K Sell
4,455
-78
-2% -$13K 0.02% 385
2023
Q2 		$767K Buy
4,533
+135
+3% +$20.2K 0.02% 382
2023
Q1 		$652K Buy
+4,398
New +$599K 0.02% 354
2022
Q4 		– Sell
-7,797
Closed -$828K – 716
2022
Q3 		$828K Buy
7,797
+240
+3% +$30.1K 0.04% 284
2022
Q2 		$881K Buy
+7,557
New +$1.02M 0.03% 277

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

Merit Financial Group's SOXX Position: Q2 2026 in Review

Merit Financial Group increased its iShares Semiconductor ETF (SOXX) stake by 8.6% in Q2 2026, buying an estimated $634K and bringing the position to 15,696 shares worth $10.1M. The position accounts for 0.06% of the portfolio, ranked #257.

Merit Financial Group first reported a position in SOXX in Q2 2022 and has held it in 15 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Merit Financial Group held 15,696 shares of iShares Semiconductor ETF worth $10.1M as of Q2 2026.
  • Merit Financial Group bought 1,249 iShares Semiconductor ETF shares in Q2 2026, an estimated $634K.
  • iShares Semiconductor ETF made up 0.06% of Merit Financial Group's portfolio in Q2 2026, its #257 holding.
  • Merit Financial Group first reported a position in iShares Semiconductor ETF in Q2 2022 and has held it in 15 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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