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Nations Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Nations Financial 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 		$950K Sell
1,482
-87
-6% -$44.2K 0.05% 390
2026
Q1 		$516K Sell
1,569
-58
-4% -$19.8K 0.03% 529
2025
Q4 		$490K Sell
1,627
-248
-13% -$73.1K 0.03% 532
2025
Q3 		$508K Sell
1,875
-157
-8% -$39.2K 0.03% 482
2025
Q2 		$485K Buy
2,032
+175
+9% +$35.1K 0.03% 460
2025
Q1 		$349K Sell
1,857
-1,674
-47% -$357K 0.03% 504
2024
Q4 		$761K Buy
3,531
+147
+4% +$32.8K 0.06% 340
2024
Q3 		$780K Sell
3,384
-277
-8% -$63.6K 0.06% 327
2024
Q2 		$903K Sell
3,661
-86
-2% -$19.7K 0.07% 277
2024
Q1 		$847K Sell
3,747
-858
-19% -$178K 0.07% 289
2023
Q4 		$884K Buy
4,605
+237
+5% +$39.8K 0.08% 266
2023
Q3 		$690K Sell
4,368
-1,119
-20% -$186K 0.07% 293
2023
Q2 		$928K Sell
5,487
-105
-2% -$15.7K 0.09% 254
2023
Q1 		$829K Buy
5,592
+1,293
+30% +$176K 0.09% 259
2022
Q4 		$499K Buy
4,299
+1,716
+66% +$199K 0.06% 356
2022
Q3 		$275K Hold
2,583
– – 0.04% 415
2022
Q2 		$301K Buy
2,583
+261
+11% +$35.2K 0.04% 410
2022
Q1 		$366K Buy
+2,322
New +$372K 0.04% 380

Other funds holding SOXX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 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

Nations Financial Group's SOXX Position: Q2 2026 in Review

Nations Financial Group reduced its iShares Semiconductor ETF (SOXX) stake by 5.5% in Q2 2026, selling an estimated $44.2K and leaving 1,482 shares worth $950K. The position accounts for 0.05% of the portfolio, ranked #390.

Nations Financial Group first reported a position in SOXX in Q1 2022 and has held it in 18 quarters since. 356 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Nations Financial Group held 1,482 shares of iShares Semiconductor ETF worth $950K as of Q2 2026.
  • Nations Financial Group sold 87 iShares Semiconductor ETF shares in Q2 2026, an estimated $44.2K.
  • iShares Semiconductor ETF made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #390 holding.
  • Nations Financial Group first reported a position in iShares Semiconductor ETF in Q1 2022 and has held it in 18 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.