Moss Adams Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Moss Adams Wealth 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	$6.1M	Sell	9,518 -2,957	-24%	-$1.5M	0.38%	23
2026 Q1	$4.1M	Sell	12,475 -4	-0%	-$1.36K	0.3%	27
2025 Q4	$3.76M	Sell	12,479 -332	-3%	-$97.9K	0.27%	29
2025 Q3	$3.47M	Sell	12,811 -112	-0.9%	-$27.9K	0.27%	31
2025 Q2	$3.08M	Sell	12,923 -897	-6%	-$180K	0.28%	33
2025 Q1	$2.6M	Buy	+13,820	New	+$2.95M	0.27%	32

Other funds holding SOXX

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Moss Adams Wealth Advisors's SOXX Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 24% in Q2 2026, selling an estimated $1.5M and leaving 9,518 shares worth $6.1M. The position accounts for 0.38% of the portfolio, ranked #23.

Moss Adams Wealth Advisors first reported a position in SOXX in Q1 2025 and has held it in 6 quarters since. 486 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Moss Adams Wealth Advisors held 9,518 shares of iShares Semiconductor ETF worth $6.1M as of Q2 2026.
Moss Adams Wealth Advisors sold 2,957 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.5M.
iShares Semiconductor ETF made up 0.38% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Moss Adams Wealth Advisors first reported a position in iShares Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
486 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.