NewEdge Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

NewEdge 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	$18.7M	Buy	29,227 +6,197	+27%	+$3.15M	0.06%	318
2026 Q1	$7.57M	Buy	23,030 +972	+4%	+$332K	0.03%	540
2025 Q4	$6.64M	Sell	22,058 -6,987	-24%	-$2.06M	0.02%	559
2025 Q3	$7.87M	Sell	29,045 -3,436	-11%	-$857K	0.04%	469
2025 Q2	$7.75M	Sell	32,481 -3,556	-10%	-$713K	0.04%	431
2025 Q1	$6.78M	Sell	36,037 -2,197	-6%	-$469K	0.04%	419
2024 Q4	$8.24M	Sell	38,234 -2,066	-5%	-$461K	0.05%	360
2024 Q3	$9.29M	Sell	40,300 -651	-2%	-$150K	0.06%	313
2024 Q2	$10.1M	Buy	40,951 +13,656	+50%	+$3.13M	0.07%	263
2024 Q1	$6.17M	Sell	27,295 -938	-3%	-$195K	0.05%	336
2023 Q4	$5.46M	Sell	28,233 -30,948	-52%	-$5.19M	0.05%	335
2023 Q3	$9.34M	Sell	59,181 -2,331	-4%	-$388K	0.1%	198
2023 Q2	$10.4M	Sell	61,512 -123	-0.2%	-$18.4K	0.12%	179
2023 Q1	$9.05M	Sell	61,635 -16,581	-21%	-$2.26M	0.11%	187
2022 Q4	$6.28M	Buy	78,216 +6,246	+9%	+$725K	0.17%	132
2022 Q3	$7.65M	Buy	71,970 +1,557	+2%	+$195K	0.13%	176
2022 Q2	$8.21M	Buy	70,413 +12,699	+22%	+$1.71M	0.14%	163
2022 Q1	$9.11M	Buy	57,714 +3,381	+6%	+$541K	0.15%	159
2021 Q4	$9.82M	Buy	54,333 +28,593	+111%	+$4.79M	0.15%	143
2021 Q3	$3.83M	Buy	25,740 +20,661	+407%	+$3.14M	0.09%	204
2021 Q2	$769K	Buy	5,079 +555	+12%	+$79.4K	0.02%	595
2021 Q1	$640K	Buy	4,524 +108	+2%	+$14.8K	0.02%	596
2020 Q4	$558K	Buy	4,416 +567	+15%	+$65.1K	0.02%	591
2020 Q3	$391K	Buy	3,849 +243	+7%	+$23.7K	0.01%	644
2020 Q2	$326K	Sell	3,606 -63	-2%	-$5.09K	0.01%	652
2020 Q1	$251K	Buy	3,669 +192	+6%	+$15.2K	0.01%	647
2019 Q4	$291K	Buy	3,477 +120	+4%	+$9.23K	0.01%	670
2019 Q3	$237K	Buy	3,357 +264	+9%	+$18.2K	0.01%	701
2019 Q2	$204K	Sell	3,093 -321	-9%	-$21K	0.01%	616
2019 Q1	$216K	Buy	+3,414	New	+$202K	0.01%	608
2018 Q4	–	Sell	-3,327	Closed	-$205K	–	702
2018 Q3	$205K	Buy	+3,327	New	+$205K	0.02%	610

Other funds holding SOXX

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

NewEdge Advisors's SOXX Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Semiconductor ETF (SOXX) stake by 27% in Q2 2026, buying an estimated $3.15M and bringing the position to 29,227 shares worth $18.7M. The position accounts for 0.06% of the portfolio, ranked #318.

NewEdge Advisors first reported a position in SOXX in Q3 2018 and has held it in 31 quarters since. 1,022 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

NewEdge Advisors held 29,227 shares of iShares Semiconductor ETF worth $18.7M as of Q2 2026.
NewEdge Advisors bought 6,197 iShares Semiconductor ETF shares in Q2 2026, an estimated $3.15M.
iShares Semiconductor ETF made up 0.06% of NewEdge Advisors's portfolio in Q2 2026, its #318 holding.
NewEdge Advisors first reported a position in iShares Semiconductor ETF in Q3 2018 and has held it in 31 quarters since.
1,022 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.