ORG Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

ORG Wealth Partners’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	$156K	Hold	243	–	–	0.02%	258
2026 Q1	$79.9K	Sell	243 -89	-27%	-$30.4K	0.02%	298
2025 Q4	$100K	Hold	332	–	–	0.02%	271
2025 Q3	$90.2K	Hold	332	–	–	0.02%	286
2025 Q2	$78.9K	Sell	332 -3,144	-90%	-$630K	0.02%	280
2025 Q1	$655K	Buy	3,476 +3,145	+950%	+$672K	0.2%	92
2024 Q4	$71.4K	Sell	331 -44	-12%	-$9.82K	0.02%	221
2024 Q3	$86.7K	Buy	+375	New	+$86.1K	0.03%	202

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

ORG Wealth Partners's SOXX Position: Q2 2026 in Review

ORG Wealth Partners held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 243 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #258.

ORG Wealth Partners first reported a position in SOXX in Q3 2024 and has held it in 8 quarters since. The position peaked at $655K in Q1 2025. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

ORG Wealth Partners held 243 shares of iShares Semiconductor ETF worth $156K as of Q2 2026.
ORG Wealth Partners left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.02% of ORG Wealth Partners's portfolio in Q2 2026, its #258 holding.
ORG Wealth Partners first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares Semiconductor ETF position peaked at $655K in Q1 2025.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.