MinichMacGregor Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $210K | Sell |
1,107
-127,140
| -99% | -$22.7M | 0.03% | 151 |
|
|
2026
Q2 | $27.4M | Sell |
128,247
-51,450
| -29% | -$8.71M | 4.16% | 2 |
|
|
2026
Q1 | $19.8M | Buy |
+179,697
| New | +$20.4M | 3.49% | 6 |
|
|
2025
Q3 | – | Sell |
-1,548
| Closed | -$206K | – | 151 |
|
|
2025
Q2 | $206K | Buy |
+1,548
| New | +$103K | 0.04% | 119 |
|
|
2025
Q1 | – | Sell |
-3,591
| Closed | -$258K | – | 142 |
|
|
2024
Q4 | $258K | Buy |
3,591
+1,179
| +49% | +$87.7K | 0.05% | 106 |
|
|
2024
Q3 | $270K | Sell |
2,412
-138,330
| -98% | -$10.6M | 0.06% | 96 |
|
|
2024
Q2 | $11.7M | Sell |
140,742
-6,114
| -4% | -$466K | 2.84% | 8 |
|
|
2024
Q1 | $11.3M | Buy |
146,856
+23,502
| +19% | +$1.63M | 2.87% | 7 |
|
|
2023
Q4 | $7.9M | Sell |
123,354
-7,893
| -6% | -$441K | 2.28% | 13 |
|
|
2023
Q3 | $6.91M | Buy |
131,247
+999
| +0.8% | +$55.4K | 2.29% | 14 |
|
|
2023
Q2 | $7.34M | Sell |
130,248
-3,033
| -2% | -$152K | 2.29% | 13 |
|
|
2023
Q1 | $6.59M | Buy |
133,281
+130,500
| +4,693% | +$5.93M | 2.18% | 16 |
|
|
2022
Q4 | $108K | Buy |
+2,781
| New | +$108K | 0.04% | 108 |
|
|
2022
Q2 | – | Sell |
-34,767
| Closed | -$1.83M | – | 96 |
|
|
2022
Q1 | $1.83M | Sell |
34,767
-151,569
| -81% | -$8.09M | 0.58% | 43 |
|
|
2021
Q4 | $11.2M | Buy |
+186,336
| New | +$10.4M | 3.42% | 8 |
|
|
2021
Q2 | – | Sell |
-60,597
| Closed | -$2.85M | – | 89 |
|
|
2021
Q1 | $2.85M | Buy |
60,597
+1,251
| +2% | +$57.1K | 1.07% | 26 |
|
|
2020
Q4 | $2.5M | Sell |
59,346
-3,456
| -6% | -$132K | 1.02% | 27 |
|
|
2020
Q3 | $2.12M | Buy |
62,802
+53,127
| +549% | +$1.73M | 1% | 27 |
|
|
2020
Q2 | $291K | Buy |
+9,675
| New | +$261K | 0.16% | 52 |
|
|
2020
Q1 | – | Sell |
-154,089
| Closed | -$4.3M | – | 117 |
|
|
2019
Q4 | $4.3M | Buy |
154,089
+9,954
| +7% | +$255K | 2.39% | 16 |
|
|
2019
Q3 | $3.38M | Buy |
+144,135
| New | +$3.31M | 2.29% | 16 |
|
|
2018
Q4 | – | Sell |
-197,379
| Closed | -$4.07M | – | 458 |
|
|
2018
Q3 | $4.07M | Buy |
197,379
+18,027
| +10% | +$371K | 2.69% | 18 |
|
|
2018
Q2 | $3.57M | Buy |
179,352
+88,776
| +98% | +$1.8M | 2.55% | 17 |
|
|
2018
Q1 | $1.81M | Sell |
90,576
-191,709
| -68% | -$3.89M | 1.41% | 18 |
|
|
2017
Q4 | $5.33M | Sell |
282,285
-16,038
| -5% | -$304K | 4.16% | 6 |
|
|
2017
Q3 | $5.26M | Buy |
298,323
+10,179
| +4% | +$169K | 4.36% | 5 |
|
|
2017
Q2 | $4.49M | Buy |
288,144
+12,834
| +5% | +$202K | 3.89% | 8 |
|
|
2017
Q1 | $4.19M | Buy |
275,310
+4,473
| +2% | +$65K | 3.77% | 7 |
|
|
2016
Q4 | $3.69M | Buy |
+270,837
| New | +$3.49M | 3.46% | 9 |
|
Other funds holding SOXX
MinichMacGregor Wealth Management's SOXX Position: Q3 2026 in Review
MinichMacGregor Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 99% in Q3 2026, selling an estimated $22.7M and leaving 1,107 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #151.
MinichMacGregor Wealth Management first reported a position in SOXX in Q4 2016 and has held it in 29 quarters since. The position peaked at $27.4M in Q2 2026. 799 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.
- MinichMacGregor Wealth Management held 1,107 shares of iShares Semiconductor ETF worth $210K as of Q3 2026.
- MinichMacGregor Wealth Management sold 127,140 iShares Semiconductor ETF shares in Q3 2026, an estimated $22.7M.
- iShares Semiconductor ETF made up 0.03% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #151 holding.
- MinichMacGregor Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2016 and has held it in 29 quarters since.
- MinichMacGregor Wealth Management's iShares Semiconductor ETF position peaked at $27.4M in Q2 2026.
- 799 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.
Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.