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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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. 1,183 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.
1,183 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.