Moneta Group Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Moneta Group Investment Advisors’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	$2.4M	Buy	3,752 +633	+20%	+$321K	0.02%	281
2026 Q1	$1.02M	Buy	3,119 +87	+3%	+$29.7K	0.01%	357
2025 Q4	$913K	Buy	3,032 +91	+3%	+$26.8K	0.01%	377
2025 Q3	$797K	Sell	2,941 -41	-1%	-$10.2K	0.01%	398
2025 Q2	$712K	Buy	2,982 +70	+2%	+$14K	0.01%	363
2025 Q1	$548K	Sell	2,912 -33	-1%	-$7.05K	0.01%	398
2024 Q4	$635K	Sell	2,945 -283	-9%	-$63.1K	0.01%	355
2024 Q3	$744K	Buy	3,228 +94	+3%	+$21.6K	0.01%	323
2024 Q2	$773K	Buy	3,134 +331	+12%	+$75.8K	0.01%	305
2024 Q1	$633K	Sell	2,803 -449	-14%	-$93.3K	0.01%	331
2023 Q4	$624K	Buy	+3,252	New	+$546K	0.01%	300
2018 Q2	–	Sell	-375	Closed	-$23K	–	607
2018 Q1	$23K	Buy	+375	New	+$22.8K	﹤0.01%	386

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

Moneta Group Investment Advisors's SOXX Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares Semiconductor ETF (SOXX) stake by 20% in Q2 2026, buying an estimated $321K and bringing the position to 3,752 shares worth $2.4M. The position accounts for 0.02% of the portfolio, ranked #281.

Moneta Group Investment Advisors first reported a position in SOXX in Q1 2018 and has held it in 12 quarters since. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Moneta Group Investment Advisors held 3,752 shares of iShares Semiconductor ETF worth $2.4M as of Q2 2026.
Moneta Group Investment Advisors bought 633 iShares Semiconductor ETF shares in Q2 2026, an estimated $321K.
iShares Semiconductor ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #281 holding.
Moneta Group Investment Advisors first reported a position in iShares Semiconductor ETF in Q1 2018 and has held it in 12 quarters since.
1,184 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.