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

Modera 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	$628K	Buy	981 +2	+0.2%	+$1.01K	0.01%	419
2026 Q1	$322K	Sell	979 -40	-4%	-$13.7K	﹤0.01%	526
2025 Q4	$307K	Buy	1,019 +16	+2%	+$4.72K	﹤0.01%	538
2025 Q3	$272K	Buy	1,003 +40	+4%	+$9.98K	﹤0.01%	556
2025 Q2	$230K	Buy	+963	New	+$193K	﹤0.01%	594
2024 Q4	–	Sell	-1,030	Closed	-$238K	–	646
2024 Q3	$238K	Sell	1,030 -657	-39%	-$151K	﹤0.01%	546
2024 Q2	$416K	Buy	1,687 +241	+17%	+$55.2K	0.01%	421
2024 Q1	$327K	Hold	1,446	–	–	0.01%	470
2023 Q4	$278K	Hold	1,446	–	–	﹤0.01%	483
2023 Q3	$228K	Sell	1,446 -9	-0.6%	-$1.5K	﹤0.01%	495
2023 Q2	$246K	Buy	+1,455	New	+$218K	﹤0.01%	492

Other funds holding SOXX

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

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

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Modera Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 0.2% in Q2 2026, buying an estimated $1.01K and bringing the position to 981 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #419.

Modera Wealth Management first reported a position in SOXX in Q2 2023 and has held it in 11 quarters since. 743 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Modera Wealth Management held 981 shares of iShares Semiconductor ETF worth $628K as of Q2 2026.
Modera Wealth Management bought 2 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.01K.
iShares Semiconductor ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #419 holding.
Modera Wealth Management first reported a position in iShares Semiconductor ETF in Q2 2023 and has held it in 11 quarters since.
743 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.