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Pathway Financial Advisers’s iShares Semiconductor ETF SOXX Stock Holding History

Pathway Financial Advisers’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 		$1.4M Buy
2,178
+43
+2% +$21.8K 0.35% 91
2026
Q1 		$702K Buy
2,135
+33
+2% +$11.3K 0.2% 115
2025
Q4 		$633K Sell
2,102
-48
-2% -$14.2K 0.18% 116
2025
Q3 		$575K Buy
2,150
+97
+5% +$24.2K 0.17% 122
2025
Q2 		$490K Buy
2,053
+83
+4% +$16.6K 0.16% 125
2025
Q1 		$371K Buy
1,970
+47
+2% +$10K 0.13% 130
2024
Q4 		$414K Buy
1,923
+100
+5% +$22.3K 0.14% 133
2024
Q3 		$420K Buy
1,823
+296
+19% +$68K 0.19% 96
2024
Q2 		$372K Buy
1,527
+204
+15% +$46.7K 0.13% 136
2024
Q1 		$299K Buy
1,323
+45
+4% +$9.36K 0.11% 143
2023
Q4 		$246K Buy
1,278
+15
+1% +$2.52K 0.09% 150
2023
Q3 		$201K Buy
+1,263
New +$210K 0.08% 152
2023
Q1 		$167K Sell
1,119
-60
-5% -$8.18K 0.07% 165
2022
Q4 		$138K Buy
+1,179
New +$137K 0.06% 176

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

Pathway Financial Advisers's SOXX Position: Q2 2026 in Review

Pathway Financial Advisers increased its iShares Semiconductor ETF (SOXX) stake by 2% in Q2 2026, buying an estimated $21.8K and bringing the position to 2,178 shares worth $1.4M. The position accounts for 0.35% of the portfolio, ranked #91.

Pathway Financial Advisers first reported a position in SOXX in Q4 2022 and has held it in 14 quarters since. 528 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Pathway Financial Advisers held 2,178 shares of iShares Semiconductor ETF worth $1.4M as of Q2 2026.
  • Pathway Financial Advisers bought 43 iShares Semiconductor ETF shares in Q2 2026, an estimated $21.8K.
  • iShares Semiconductor ETF made up 0.35% of Pathway Financial Advisers's portfolio in Q2 2026, its #91 holding.
  • Pathway Financial Advisers first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 14 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.