Olistico Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Olistico Wealth’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	$321K	Sell	501 -284	-36%	-$144K	0.14%	87
2026 Q1	$258K	Hold	785	–	–	0.13%	87
2025 Q4	$236K	Hold	785	–	–	0.12%	89
2025 Q3	$213K	Sell	785 -4	-0.5%	-$998	0.11%	93
2025 Q2	$188K	Buy	789 +1	+0.1%	+$200	0.1%	100
2025 Q1	$148K	Hold	788	–	–	0.09%	112
2024 Q4	$170K	Buy	788 +1	+0.1%	+$223	0.1%	105
2024 Q3	$182K	Buy	787 +160	+26%	+$36.8K	0.11%	103
2024 Q2	$155K	Buy	+627	New	+$144K	0.1%	107

Other funds holding SOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Olistico Wealth's SOXX Position: Q2 2026 in Review

Olistico Wealth reduced its iShares Semiconductor ETF (SOXX) stake by 36% in Q2 2026, selling an estimated $144K and leaving 501 shares worth $321K. The position accounts for 0.14% of the portfolio, ranked #87.

Olistico Wealth first reported a position in SOXX in Q2 2024 and has held it in 9 quarters since. 190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Olistico Wealth held 501 shares of iShares Semiconductor ETF worth $321K as of Q2 2026.
Olistico Wealth sold 284 iShares Semiconductor ETF shares in Q2 2026, an estimated $144K.
iShares Semiconductor ETF made up 0.14% of Olistico Wealth's portfolio in Q2 2026, its #87 holding.
Olistico Wealth first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.