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Mutual Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Mutual 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 		$5.62M Sell
26,319
-1,452
-5% -$246K 0.11% 190
2026
Q1 		$3.04M Buy
27,771
+7,953
+40% +$905K 0.07% 279
2025
Q4 		$1.99M Sell
19,818
-6,321
-24% -$621K 0.04% 366
2025
Q3 		$2.54M Buy
26,139
+66
+0.3% +$5.49K 0.06% 302
2025
Q2 		$2.1M Buy
26,073
+99
+0.4% +$6.61K 0.05% 306
2025
Q1 		$1.6M Buy
25,974
+15,582
+150% +$1.11M 0.05% 337
2024
Q4 		$774K Buy
10,392
+3,849
+59% +$286K 0.02% 561
2024
Q3 		$496K Sell
6,543
-2,988
-31% -$229K 0.01% 709
2024
Q2 		$727K Sell
9,531
-1,137
-11% -$86.7K 0.02% 583
2024
Q1 		$803K Sell
10,668
-11,931
-53% -$827K 0.03% 549
2023
Q4 		$1.45M Buy
22,599
+17,730
+364% +$992K 0.05% 349
2023
Q3 		$256K Sell
4,869
-26,811
-85% -$1.49M 0.01% 834
2023
Q2 		$1.79M Buy
31,680
+27,369
+635% +$1.37M 0.07% 278
2023
Q1 		$213K Buy
+4,311
New +$196K 0.01% 906
2022
Q2 		– Sell
-6,066
Closed -$319K – 917
2022
Q1 		$319K Sell
6,066
-3,186
-34% -$170K 0.02% 700
2021
Q4 		$558K Buy
9,252
+3,168
+52% +$177K 0.03% 545
2021
Q3 		$301K Buy
6,084
+1,557
+34% +$78.9K 0.02% 710
2021
Q2 		$228K Buy
4,527
+18
+0.4% +$859 0.01% 757
2021
Q1 		$212K Sell
4,509
-378
-8% -$17.2K 0.01% 720
2020
Q4 		$206K Buy
+4,887
New +$187K 0.02% 693

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 $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Mutual Advisors's SOXX Position: Q2 2026 in Review

Mutual Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 5.2% in Q2 2026, selling an estimated $246K and leaving 26,319 shares worth $5.62M. The position accounts for 0.11% of the portfolio, ranked #190.

Mutual Advisors first reported a position in SOXX in Q4 2020 and has held it in 20 quarters since. 1,194 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Mutual Advisors held 26,319 shares of iShares Semiconductor ETF worth $5.62M as of Q2 2026.
  • Mutual Advisors sold 1,452 iShares Semiconductor ETF shares in Q2 2026, an estimated $246K.
  • iShares Semiconductor ETF made up 0.11% of Mutual Advisors's portfolio in Q2 2026, its #190 holding.
  • Mutual Advisors first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 20 quarters since.
  • 1,194 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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