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Nikulski Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Nikulski Financial’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 		$1.34M Sell
2,084
-2,375
-53% -$1.21M 0.29% 80
2026
Q1 		$1.47M Sell
4,459
-59
-1% -$20.1K 0.36% 78
2025
Q4 		$1.36M Buy
+4,518
New +$1.33M 0.33% 73
2025
Q2 		– Sell
-4,614
Closed -$868K – 149
2025
Q1 		$868K Sell
4,614
-3,441
-43% -$735K 0.26% 76
2024
Q4 		$1.74M Buy
8,055
+1,558
+24% +$348K 0.51% 58
2024
Q3 		$1.5M Sell
6,497
-664
-9% -$153K 0.45% 56
2024
Q2 		$1.77M Buy
7,161
+300
+4% +$68.7K 0.56% 49
2024
Q1 		$1.55M Buy
6,861
+915
+15% +$190K 0.51% 50
2023
Q4 		$1.14M Buy
5,946
+186
+3% +$31.2K 0.42% 57
2023
Q3 		$909K Sell
5,760
-45
-0.8% -$7.49K 0.38% 71
2023
Q2 		$982K Buy
5,805
+18
+0.3% +$2.7K 0.41% 62
2023
Q1 		$858K Hold
5,787
– – 0.38% 64
2022
Q4 		$671K Buy
5,787
+1,338
+30% +$155K 0.32% 69
2022
Q3 		$473K Buy
4,449
+15
+0.3% +$1.88K 0.24% 88
2022
Q2 		$517K Sell
4,434
-1,608
-27% -$217K 0.26% 86
2022
Q1 		$953K Sell
6,042
-984
-14% -$158K 0.4% 67
2021
Q4 		$1.27M Sell
7,026
-837
-11% -$140K 0.53% 48
2021
Q3 		$1.17M Buy
7,863
+1,200
+18% +$182K 0.54% 55
2021
Q2 		$989K Sell
6,663
-270
-4% -$38.6K 0.46% 58
2021
Q1 		$980K Sell
6,933
-1,926
-22% -$264K 0.5% 51
2020
Q4 		$1.12M Buy
8,859
+390
+5% +$44.8K 0.61% 43
2020
Q3 		$860K Buy
8,469
+960
+13% +$93.8K 0.55% 47
2020
Q2 		$678K Buy
7,509
+1,479
+25% +$120K 0.48% 52
2020
Q1 		$412K Buy
+6,030
New +$477K 0.36% 58

Other funds holding SOXX

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Nikulski Financial's SOXX Position: Q2 2026 in Review

Nikulski Financial reduced its iShares Semiconductor ETF (SOXX) stake by 53% in Q2 2026, selling an estimated $1.21M and leaving 2,084 shares worth $1.34M. The position accounts for 0.29% of the portfolio, ranked #80.

Nikulski Financial first reported a position in SOXX in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.77M in Q2 2024. 475 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Nikulski Financial held 2,084 shares of iShares Semiconductor ETF worth $1.34M as of Q2 2026.
  • Nikulski Financial sold 2,375 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.21M.
  • iShares Semiconductor ETF made up 0.29% of Nikulski Financial's portfolio in Q2 2026, its #80 holding.
  • Nikulski Financial first reported a position in iShares Semiconductor ETF in Q1 2020 and has held it in 24 quarters since.
  • Nikulski Financial's iShares Semiconductor ETF position peaked at $1.77M in Q2 2024.
  • 475 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.