MinichMacGregor Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

MinichMacGregor Wealth 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	$27.4M	Sell	42,749 -17,150	-29%	-$8.71M	4.16%	2
2026 Q1	$19.8M	Buy	+59,899	New	+$20.4M	3.49%	6
2025 Q3	–	Sell	-516	Closed	-$206K	–	151
2025 Q2	$206K	Buy	+516	New	+$103K	0.04%	119
2025 Q1	–	Sell	-1,197	Closed	-$258K	–	142
2024 Q4	$258K	Buy	1,197 +393	+49%	+$87.7K	0.05%	106
2024 Q3	$270K	Sell	804 -46,110	-98%	-$10.6M	0.06%	96
2024 Q2	$11.7M	Sell	46,914 -2,038	-4%	-$466K	2.84%	8
2024 Q1	$11.3M	Buy	48,952 +7,834	+19%	+$1.63M	2.87%	7
2023 Q4	$7.9M	Sell	41,118 -2,631	-6%	-$441K	2.28%	13
2023 Q3	$6.91M	Buy	43,749 +333	+0.8%	+$55.5K	2.29%	14
2023 Q2	$7.34M	Sell	43,416 -1,011	-2%	-$152K	2.29%	13
2023 Q1	$6.59M	Buy	44,427 +43,500	+4,693%	+$5.93M	2.18%	16
2022 Q4	$108K	Buy	+927	New	+$108K	0.04%	108
2022 Q2	–	Sell	-11,589	Closed	-$1.83M	–	96
2022 Q1	$1.83M	Sell	11,589 -50,523	-81%	-$8.09M	0.58%	43
2021 Q4	$11.2M	Buy	+62,112	New	+$10.4M	3.42%	8
2021 Q2	–	Sell	-20,199	Closed	-$2.85M	–	89
2021 Q1	$2.85M	Buy	20,199 +417	+2%	+$57.1K	1.07%	26
2020 Q4	$2.5M	Sell	19,782 -1,152	-6%	-$132K	1.02%	27
2020 Q3	$2.13M	Buy	20,934 +17,709	+549%	+$1.73M	1%	27
2020 Q2	$291K	Buy	+3,225	New	+$261K	0.16%	52
2020 Q1	–	Sell	-51,363	Closed	-$4.3M	–	117
2019 Q4	$4.3M	Buy	51,363 +3,318	+7%	+$255K	2.39%	16
2019 Q3	$3.38M	Buy	+48,045	New	+$3.31M	2.29%	16
2018 Q4	–	Sell	-65,793	Closed	-$4.07M	–	458
2018 Q3	$4.07M	Buy	65,793 +6,009	+10%	+$371K	2.69%	18
2018 Q2	$3.57M	Buy	59,784 +29,592	+98%	+$1.8M	2.55%	17
2018 Q1	$1.81M	Sell	30,192 -63,903	-68%	-$3.89M	1.41%	18
2017 Q4	$5.33M	Sell	94,095 -5,346	-5%	-$304K	4.16%	6
2017 Q3	$5.26M	Buy	99,441 +3,393	+4%	+$169K	4.36%	5
2017 Q2	$4.49M	Buy	96,048 +4,278	+5%	+$202K	3.89%	8
2017 Q1	$4.19M	Buy	91,770 +1,491	+2%	+$65K	3.77%	7
2016 Q4	$3.69M	Buy	+90,279	New	+$3.49M	3.46%	9

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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

MinichMacGregor Wealth Management's SOXX Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 29% in Q2 2026, selling an estimated $8.71M and leaving 42,749 shares worth $27.4M. The position accounts for 4.16% of the portfolio, ranked #2.

MinichMacGregor Wealth Management first reported a position in SOXX in Q4 2016 and has held it in 28 quarters since. 502 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

MinichMacGregor Wealth Management held 42,749 shares of iShares Semiconductor ETF worth $27.4M as of Q2 2026.
MinichMacGregor Wealth Management sold 17,150 iShares Semiconductor ETF shares in Q2 2026, an estimated $8.71M.
iShares Semiconductor ETF made up 4.16% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #2 holding.
MinichMacGregor Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2016 and has held it in 28 quarters since.
502 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.