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

Mission 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	$362K	Buy	+565	New	+$287K	﹤0.01%	798
2024 Q2	–	Sell	-1,022	Closed	-$231K	–	728
2024 Q1	$231K	Buy	+1,022	New	+$212K	0.01%	609
2022 Q1	–	Sell	-1,335	Closed	-$241K	–	565
2021 Q4	$241K	Sell	1,335 -12	-0.9%	-$2.01K	0.01%	481
2021 Q3	$200K	Buy	1,347 +6	+0.4%	+$912	0.01%	492
2021 Q2	$203K	Sell	1,341 -552	-29%	-$79K	0.01%	470
2021 Q1	$268K	Sell	1,893 -30	-2%	-$4.11K	0.02%	385
2020 Q4	$243K	Buy	+1,923	New	+$221K	0.02%	369

Other funds holding SOXX

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

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

Mission Wealth Management opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 565 shares worth $362K. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in SOXX as recently as Q1 2024.

Mission Wealth Management first reported a position in SOXX in Q4 2020 and has held it in 7 quarters since. 219 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Mission Wealth Management held 565 shares of iShares Semiconductor ETF worth $362K as of Q2 2026.
iShares Semiconductor ETF was a new Mission Wealth Management position in Q2 2026.
iShares Semiconductor ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #798 holding.
Mission Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 7 quarters since.
219 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.