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Patriot Financial Group Insurance Agency’s iShares Semiconductor ETF SOXX Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.52M Sell
2,375
-2,079
-47% -$1.06M 0.16% 167
2026
Q1 		$1.46M Buy
4,454
+2,374
+114% +$810K 0.08% 254
2025
Q4 		$626K Sell
2,080
-455
-18% -$134K 0.07% 264
2025
Q3 		$687K Sell
2,535
-1,293
-34% -$322K 0.09% 243
2025
Q2 		$914K Buy
3,828
+30
+0.8% +$6.01K 0.1% 218
2025
Q1 		$715K Buy
3,798
+652
+21% +$139K 0.1% 233
2024
Q4 		$678K Buy
3,146
+617
+24% +$138K 0.09% 235
2024
Q3 		$583K Sell
2,529
-370
-13% -$85K 0.08% 267
2024
Q2 		$715K Buy
2,899
+538
+23% +$123K 0.11% 209
2024
Q1 		$533K Buy
2,361
+165
+8% +$34.3K 0.08% 262
2023
Q4 		$422K Buy
2,196
+447
+26% +$75K 0.08% 271
2023
Q3 		$276K Sell
1,749
-57
-3% -$9.49K 0.06% 349
2023
Q2 		$305K Buy
+1,806
New +$271K 0.06% 336
2022
Q3 		– Sell
-957
Closed -$111K – 1737
2022
Q2 		$111K Buy
957
+126
+15% +$17K 0.02% 519
2022
Q1 		$131K Sell
831
-531
-39% -$85K 0.02% 507
2021
Q4 		$246K Buy
1,362
+51
+4% +$8.55K 0.04% 401
2021
Q3 		$195K Buy
1,311
+150
+13% +$22.8K 0.03% 457
2021
Q2 		$176K Buy
+1,161
New +$166K 0.03% 461

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
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 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
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SOXX Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Semiconductor ETF (SOXX) stake by 47% in Q2 2026, selling an estimated $1.06M and leaving 2,375 shares worth $1.52M. The position accounts for 0.16% of the portfolio, ranked #167.

Patriot Financial Group Insurance Agency first reported a position in SOXX in Q2 2021 and has held it in 18 quarters since. 641 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 2,375 shares of iShares Semiconductor ETF worth $1.52M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 2,079 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.06M.
  • iShares Semiconductor ETF made up 0.16% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #167 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Semiconductor ETF in Q2 2021 and has held it in 18 quarters since.
  • 641 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.