Oak Barrel Wealth Advisory’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
Other funds holding SOXX
Oak Barrel Wealth Advisory's SOXX Position: Q2 2026 in Review
Oak Barrel Wealth Advisory opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 1,692 shares worth $1.08M. The stake represents 0.48% of the portfolio and ranks #30 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in SOXX as recently as Q4 2025.
Oak Barrel Wealth Advisory first reported a position in SOXX in Q4 2025 and has held it in 2 quarters since. 1,180 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.
- Oak Barrel Wealth Advisory held 1,692 shares of iShares Semiconductor ETF worth $1.08M as of Q2 2026.
- iShares Semiconductor ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
- iShares Semiconductor ETF made up 0.48% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #30 holding.
- Oak Barrel Wealth Advisory first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 2 quarters since.
- 1,180 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.
Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.