Merrion Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

Merrion Investment Management’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	$1.12M	Hold	1,750	–	–	0.53%	42
2026 Q1	$575K	Buy	1,750 +250	+17%	+$85.3K	0.31%	67
2025 Q4	$452K	Hold	1,500	–	–	0.24%	76
2025 Q3	$407K	Hold	1,500	–	–	0.23%	83
2025 Q2	$358K	Hold	1,500	–	–	0.23%	80
2025 Q1	$282K	Hold	1,500	–	–	0.2%	84
2024 Q4	$323K	Hold	1,500	–	–	0.22%	80
2024 Q3	$346K	Hold	1,500	–	–	0.23%	77
2024 Q2	$370K	Hold	1,500	–	–	0.25%	72
2024 Q1	$339K	Hold	1,500	–	–	0.24%	77
2023 Q4	$288K	Hold	1,500	–	–	0.23%	77
2023 Q3	$238K	Buy	+1,500	New	+$250K	0.21%	82

Other funds holding SOXX

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

HCM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Merrion Investment Management's SOXX Position: Q2 2026 in Review

Merrion Investment Management held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 1,750 shares worth $1.12M. The position accounts for 0.53% of the portfolio, ranked #42.

Merrion Investment Management first reported a position in SOXX in Q3 2023 and has held it in 12 quarters since. 437 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Merrion Investment Management held 1,750 shares of iShares Semiconductor ETF worth $1.12M as of Q2 2026.
Merrion Investment Management left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.53% of Merrion Investment Management's portfolio in Q2 2026, its #42 holding.
Merrion Investment Management first reported a position in iShares Semiconductor ETF in Q3 2023 and has held it in 12 quarters since.
437 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.