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Petix & Botte Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Petix & Botte Financial’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 		$641K Buy
1,000
+500
+100% +$254K 0.13% 83
2026
Q1 		$329K Buy
+500
New +$171K 0.07% 105

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Petix & Botte Financial's SOXX Position: Q2 2026 in Review

Petix & Botte Financial increased its iShares Semiconductor ETF (SOXX) stake by 100% in Q2 2026, buying an estimated $254K and bringing the position to 1,000 shares worth $641K. The position accounts for 0.13% of the portfolio, ranked #83.

Petix & Botte Financial first reported a position in SOXX in Q1 2026 and has held it in 2 quarters since. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Petix & Botte Financial held 1,000 shares of iShares Semiconductor ETF worth $641K as of Q2 2026.
  • Petix & Botte Financial bought 500 iShares Semiconductor ETF shares in Q2 2026, an estimated $254K.
  • iShares Semiconductor ETF made up 0.13% of Petix & Botte Financial's portfolio in Q2 2026, its #83 holding.
  • Petix & Botte Financial first reported a position in iShares Semiconductor ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.