Northstar Advisory Group’s iShares Semiconductor ETF SOXX Stock Holding History

Northstar Advisory 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	$1.11M	Sell	1,732 -2,950	-63%	-$1.5M	0.34%	55
2026 Q1	$1.54M	Buy	+4,682	New	+$1.6M	0.57%	48
2024 Q4	–	Sell	-9,009	Closed	-$2.08M	–	113
2024 Q3	$2.08M	Sell	9,009 -8,857	-50%	-$2.03M	1.08%	32
2024 Q2	$4.41M	Buy	17,866 +1,276	+8%	+$292K	2.53%	11
2024 Q1	$3.62M	Buy	16,590 +1,389	+9%	+$289K	2.19%	15
2023 Q4	$2.92M	Buy	15,201 +4,461	+42%	+$749K	1.74%	17
2023 Q3	$1.7M	Sell	10,740 -30,126	-74%	-$5.02M	1.24%	19
2023 Q2	$6.91M	Sell	40,866 -3,051	-7%	-$458K	4.52%	6
2023 Q1	$6.51M	Buy	+43,917	New	+$5.98M	4.87%	5
2022 Q2	–	Sell	-8,928	Closed	-$1.41M	–	99
2022 Q1	$1.41M	Buy	8,928 +6,426	+257%	+$1.03M	0.91%	27
2021 Q4	$452K	Buy	+2,502	New	+$420K	0.27%	67
2021 Q3	–	Sell	-65,307	Closed	-$9.89M	–	116
2021 Q2	$9.89M	Sell	65,307 -4,350	-6%	-$622K	6.18%	3
2021 Q1	$9.85M	Buy	69,657 +31,560	+83%	+$4.32M	7.52%	2
2020 Q4	$4.82M	Buy	+38,097	New	+$4.37M	4.04%	5

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Northstar Advisory Group's SOXX Position: Q2 2026 in Review

Northstar Advisory Group reduced its iShares Semiconductor ETF (SOXX) stake by 63% in Q2 2026, selling an estimated $1.5M and leaving 1,732 shares worth $1.11M. The position accounts for 0.34% of the portfolio, ranked #55.

Northstar Advisory Group first reported a position in SOXX in Q4 2020 and has held it in 14 quarters since. The position peaked at $9.89M in Q2 2021. 528 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Northstar Advisory Group held 1,732 shares of iShares Semiconductor ETF worth $1.11M as of Q2 2026.
Northstar Advisory Group sold 2,950 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.5M.
iShares Semiconductor ETF made up 0.34% of Northstar Advisory Group's portfolio in Q2 2026, its #55 holding.
Northstar Advisory Group first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 14 quarters since.
Northstar Advisory Group's iShares Semiconductor ETF position peaked at $9.89M in Q2 2021.
528 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.