Novak & Powell Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History

Novak & Powell Financial Services’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	$673K	Hold	1,050	–	–	0.32%	66
2026 Q1	$345K	Hold	1,050	–	–	0.19%	110
2025 Q4	$316K	Hold	1,050	–	–	0.16%	114
2025 Q3	$285K	Hold	1,050	–	–	0.15%	128
2025 Q2	$251K	Sell	1,050 -300	-22%	-$60.1K	0.17%	121
2025 Q1	$254K	Hold	1,350	–	–	0.16%	126
2024 Q4	$291K	Hold	1,350	–	–	0.17%	109
2024 Q3	$311K	Hold	1,350	–	–	0.18%	106
2024 Q2	$333K	Hold	1,350	–	–	0.21%	98
2024 Q1	$305K	Hold	1,350	–	–	0.23%	98
2023 Q4	$259K	Buy	+1,350	New	+$227K	0.17%	112

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

Novak & Powell Financial Services's SOXX Position: Q2 2026 in Review

Novak & Powell Financial Services held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 1,050 shares worth $673K. The position accounts for 0.32% of the portfolio, ranked #66.

Novak & Powell Financial Services first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 1,185 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Novak & Powell Financial Services held 1,050 shares of iShares Semiconductor ETF worth $673K as of Q2 2026.
Novak & Powell Financial Services left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.32% of Novak & Powell Financial Services's portfolio in Q2 2026, its #66 holding.
Novak & Powell Financial Services first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,185 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.