National Wealth Management Group’s iShares Semiconductor ETF SOXX Stock Holding History

National Wealth Management Group’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	$1.6M	Buy	2,504 +43	+2%	+$21.8K	0.5%	55
2026 Q1	$809K	Buy	2,461 +91	+4%	+$31.1K	0.3%	79
2025 Q4	$714K	Buy	2,370 +175	+8%	+$51.6K	0.25%	96
2025 Q3	$595K	Buy	2,195 +23	+1%	+$5.74K	0.22%	107
2025 Q2	$518K	Buy	2,172 +26	+1%	+$5.21K	0.29%	83
2025 Q1	$404K	Sell	2,146 -1	-0%	-$214	0.27%	94
2024 Q4	$463K	Sell	2,147 -88	-4%	-$19.6K	0.31%	76
2024 Q3	$515K	Sell	2,235 -110	-5%	-$25.3K	0.35%	71
2024 Q2	$578K	Buy	2,345 +140	+6%	+$32K	0.44%	52
2024 Q1	$498K	Buy	2,205 +99	+5%	+$20.6K	0.39%	69
2023 Q4	$404K	Buy	2,106 +3	+0.1%	+$503	0.39%	79
2023 Q3	$332K	Buy	2,103 +9	+0.4%	+$1.5K	0.36%	92
2023 Q2	$356K	Buy	2,094 +45	+2%	+$6.75K	0.37%	88
2023 Q1	$281K	Buy	2,049 +30	+1%	+$4.09K	0.32%	101
2022 Q4	$234K	Sell	2,019 -87	-4%	-$10.1K	0.28%	116
2022 Q3	$224K	Hold	2,106	–	–	0.29%	108
2022 Q2	$245K	Sell	2,106 -12	-0.6%	-$1.62K	0.31%	87
2022 Q1	$334K	Sell	2,118 -18	-0.8%	-$2.88K	0.32%	74
2021 Q4	$386K	Buy	+2,136	New	+$358K	0.36%	75

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

National Wealth Management Group's SOXX Position: Q2 2026 in Review

National Wealth Management Group increased its iShares Semiconductor ETF (SOXX) stake by 1.7% in Q2 2026, buying an estimated $21.8K and bringing the position to 2,504 shares worth $1.6M. The position accounts for 0.5% of the portfolio, ranked #55.

National Wealth Management Group first reported a position in SOXX in Q4 2021 and has held it in 19 quarters since. 1,185 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

National Wealth Management Group held 2,504 shares of iShares Semiconductor ETF worth $1.6M as of Q2 2026.
National Wealth Management Group bought 43 iShares Semiconductor ETF shares in Q2 2026, an estimated $21.8K.
iShares Semiconductor ETF made up 0.5% of National Wealth Management Group's portfolio in Q2 2026, its #55 holding.
National Wealth Management Group first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 19 quarters since.
1,185 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.