New England Private Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

New England Private Wealth 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	$1.17M	Buy	2,213 +1	+0%	+$508	0.11%	111
2026 Q1	$727K	Buy	2,212 +1	+0%	+$341	0.08%	116
2025 Q4	$666K	Buy	2,211 +3	+0.1%	+$885	0.08%	113
2025 Q3	$599K	Buy	2,208 +5	+0.2%	+$1.25K	0.08%	117
2025 Q2	$546K	Buy	2,203 +4	+0.2%	+$802	0.08%	107
2025 Q1	$414K	Buy	2,199 +3	+0.1%	+$641	0.06%	103
2024 Q4	$473K	Sell	2,196 -12	-0.5%	-$2.68K	0.08%	102
2024 Q3	$509K	Buy	2,208 +21	+1%	+$4.82K	0.08%	94
2024 Q2	$539K	Buy	2,187 +3	+0.1%	+$687	0.09%	91
2024 Q1	$493K	Buy	+2,184	New	+$454K	0.09%	93

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

New England Private Wealth Advisors's SOXX Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 0.05% in Q2 2026, buying an estimated $508 and bringing the position to 2,213 shares worth $1.17M. The position accounts for 0.11% of the portfolio, ranked #111.

New England Private Wealth Advisors first reported a position in SOXX in Q1 2024 and has held it in 10 quarters since. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

New England Private Wealth Advisors held 2,213 shares of iShares Semiconductor ETF worth $1.17M as of Q2 2026.
New England Private Wealth Advisors bought 1 iShares Semiconductor ETF share in Q2 2026, an estimated $508.
iShares Semiconductor ETF made up 0.11% of New England Private Wealth Advisors's portfolio in Q2 2026, its #111 holding.
New England Private Wealth Advisors first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.