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Mount Yale Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Mount Yale 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 		$11.1M Sell
17,261
-298
-2% -$151K 0.2% 110
2026
Q1 		$5.77M Buy
17,559
+14,940
+570% +$5.1M 0.13% 167
2025
Q4 		$789K Sell
2,619
-18,607
-88% -$5.49M 0.04% 363
2025
Q3 		$5.75M Sell
21,226
-2,394
-10% -$597K 0.4% 50
2025
Q2 		$5.64M Buy
23,620
+3,780
+19% +$758K 0.44% 37
2025
Q1 		$3.73M Buy
19,840
+834
+4% +$178K 0.32% 58
2024
Q4 		$4.1M Buy
19,006
+1,583
+9% +$353K 0.33% 58
2024
Q3 		$4.02M Sell
17,423
-1,546
-8% -$355K 0.39% 62
2024
Q2 		$4.68M Buy
18,969
+979
+5% +$224K 0.37% 55
2024
Q1 		$4.06M Sell
17,990
-1,132
-6% -$235K 0.31% 71
2023
Q4 		$3.67M Sell
19,122
-2,055
-10% -$345K 0.35% 71
2023
Q3 		$3.34M Sell
21,177
-465
-2% -$77.4K 0.36% 65
2023
Q2 		$3.66M Sell
21,642
-873
-4% -$131K 0.39% 58
2023
Q1 		$3.34M Buy
22,515
+1,551
+7% +$211K 0.37% 61
2022
Q4 		$2.43M Buy
20,964
+4,419
+27% +$513K 0.28% 91
2022
Q3 		$1.76M Buy
16,545
+810
+5% +$102K 0.23% 99
2022
Q2 		$1.83M Buy
15,735
+5,241
+50% +$707K 0.23% 101
2022
Q1 		$1.66M Buy
10,494
+2,952
+39% +$473K 0.18% 130
2021
Q4 		$1.36M Buy
+7,542
New +$1.26M 0.14% 155

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mount Yale Investment Advisors's SOXX Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 1.7% in Q2 2026, selling an estimated $151K and leaving 17,261 shares worth $11.1M. The position accounts for 0.2% of the portfolio, ranked #110.

Mount Yale Investment Advisors first reported a position in SOXX in Q4 2021 and has held it in 19 quarters since. 1,189 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Mount Yale Investment Advisors held 17,261 shares of iShares Semiconductor ETF worth $11.1M as of Q2 2026.
  • Mount Yale Investment Advisors sold 298 iShares Semiconductor ETF shares in Q2 2026, an estimated $151K.
  • iShares Semiconductor ETF made up 0.2% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,189 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.