Mowery & Schoenfeld Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Mowery & Schoenfeld 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	$10.5K	Hold	16	–	–	0.01%	239
2026 Q1	$5.38K	Hold	16	–	–	0.01%	271
2025 Q4	$4.93K	Hold	16	–	–	0.01%	326
2025 Q3	$4.44K	Hold	16	–	–	0.01%	295
2025 Q2	$3.91K	Hold	16	–	–	0.01%	293
2025 Q1	$3.08K	Buy	+16	New	+$3.42K	0.01%	362

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

Mowery & Schoenfeld Wealth Management's SOXX Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 16 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #239.

Mowery & Schoenfeld Wealth Management first reported a position in SOXX in Q1 2025 and has held it in 6 quarters since. 835 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 16 shares of iShares Semiconductor ETF worth $10.5K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #239 holding.
Mowery & Schoenfeld Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
835 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.