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Omega Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Omega Financial 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 		$403K Sell
629
-100
-14% -$50.8K 0.12% 69
2026
Q1 		$240K Hold
729
– – 0.08% 88
2025
Q4 		$220K Buy
+729
New +$215K 0.07% 95

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 $44.6B AUM 28.94% 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

Omega Financial Group's SOXX Position: Q2 2026 in Review

Omega Financial Group reduced its iShares Semiconductor ETF (SOXX) stake by 14% in Q2 2026, selling an estimated $50.8K and leaving 629 shares worth $403K. The position accounts for 0.12% of the portfolio, ranked #69.

Omega Financial Group first reported a position in SOXX in Q4 2025 and has held it in 3 quarters since. 528 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Omega Financial Group held 629 shares of iShares Semiconductor ETF worth $403K as of Q2 2026.
  • Omega Financial Group sold 100 iShares Semiconductor ETF shares in Q2 2026, an estimated $50.8K.
  • iShares Semiconductor ETF made up 0.12% of Omega Financial Group's portfolio in Q2 2026, its #69 holding.
  • Omega Financial Group first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.