NewEdge Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
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
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. 1,190 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.
- 1,190 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.