N.E.W. Advisory Services’s iShares Semiconductor ETF SOXX Stock Holding History

N.E.W. Advisory Services’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	$2.11M	Buy	3,294 +155	+5%	+$78.7K	0.14%	73
2026 Q1	$1.03M	Buy	3,139 +274	+10%	+$93.5K	0.08%	92
2025 Q4	$863K	Buy	2,865 +422	+17%	+$124K	0.06%	101
2025 Q3	$662K	Buy	2,443 +155	+7%	+$38.7K	0.06%	105
2025 Q2	$546K	Sell	2,288 -731	-24%	-$146K	0.05%	110
2025 Q1	$568K	Buy	3,019 +616	+26%	+$132K	0.04%	116
2024 Q4	$518K	Buy	2,403 +229	+11%	+$51.1K	0.05%	112
2024 Q3	$501K	Buy	2,174 +236	+12%	+$54.2K	0.05%	109
2024 Q2	$478K	Buy	1,938 +366	+23%	+$83.8K	0.05%	105
2024 Q1	$355K	Buy	+1,572	New	+$327K	0.04%	123

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

N.E.W. Advisory Services's SOXX Position: Q2 2026 in Review

N.E.W. Advisory Services increased its iShares Semiconductor ETF (SOXX) stake by 4.9% in Q2 2026, buying an estimated $78.7K and bringing the position to 3,294 shares worth $2.11M. The position accounts for 0.14% of the portfolio, ranked #73.

N.E.W. Advisory Services first reported a position in SOXX in Q1 2024 and has held it in 10 quarters since. 833 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

N.E.W. Advisory Services held 3,294 shares of iShares Semiconductor ETF worth $2.11M as of Q2 2026.
N.E.W. Advisory Services bought 155 iShares Semiconductor ETF shares in Q2 2026, an estimated $78.7K.
iShares Semiconductor ETF made up 0.14% of N.E.W. Advisory Services's portfolio in Q2 2026, its #73 holding.
N.E.W. Advisory Services first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
833 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.