Oxler Private Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Oxler Private 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	$492K	Buy	+767	New	+$389K	0.14%	63
2024 Q4	–	Sell	-1,060	Closed	-$244K	–	88
2024 Q3	$244K	Buy	+1,060	New	+$243K	0.09%	80
2022 Q4	–	Sell	-90	Closed	-$19.3K	–	298
2022 Q3	$19.3K	Hold	90	–	–	0.01%	299
2022 Q2	$10.5K	Buy	+90	New	+$12.1K	0.01%	208
2021 Q1	–	Sell	-90	Closed	-$11K	–	197
2020 Q4	$11K	Buy	+90	New	+$10.3K	0.01%	200

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

Oxler Private Wealth's SOXX Position: Q2 2026 in Review

Oxler Private Wealth opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 767 shares worth $492K. The stake represents 0.14% of the portfolio and ranks #63 among its holdings. This is a return to the name: Oxler Private Wealth previously reported a position in SOXX as recently as Q3 2024.

Oxler Private Wealth first reported a position in SOXX in Q4 2020 and has held it in 5 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Oxler Private Wealth held 767 shares of iShares Semiconductor ETF worth $492K as of Q2 2026.
iShares Semiconductor ETF was a new Oxler Private Wealth position in Q2 2026.
iShares Semiconductor ETF made up 0.14% of Oxler Private Wealth's portfolio in Q2 2026, its #63 holding.
Oxler Private Wealth first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 5 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.