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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

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 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. 307 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.
  • 307 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.