MPWM Advisory Solutions’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$260K Buy
406
+316
+351% +$160K 0.12% 91
2026
Q1
$29.6K Buy
+90
New +$30.7K 0.02% 240

Other funds holding SOXX

MPWM Advisory Solutions's SOXX Position: Q2 2026 in Review

MPWM Advisory Solutions increased its iShares Semiconductor ETF (SOXX) stake by 351% in Q2 2026, buying an estimated $160K and bringing the position to 406 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #91.

MPWM Advisory Solutions first reported a position in SOXX in Q1 2026 and has held it in 2 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • MPWM Advisory Solutions held 406 shares of iShares Semiconductor ETF worth $260K as of Q2 2026.
  • MPWM Advisory Solutions bought 316 iShares Semiconductor ETF shares in Q2 2026, an estimated $160K.
  • iShares Semiconductor ETF made up 0.12% of MPWM Advisory Solutions's portfolio in Q2 2026, its #91 holding.
  • MPWM Advisory Solutions first reported a position in iShares Semiconductor ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.