Physician Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Physician Wealth Advisors’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	$585K	Buy	913 +39	+4%	+$19.8K	0.07%	107
2026 Q1	$287K	Buy	874 +38	+5%	+$13K	0.04%	154
2025 Q4	$252K	Buy	836 +2	+0.2%	+$590	0.04%	163
2025 Q3	$226K	Sell	834 -3	-0.4%	-$748	0.03%	176
2025 Q2	$200K	Sell	837 -177	-17%	-$35.5K	0.03%	185
2025 Q1	$191K	Sell	1,014 -64	-6%	-$13.7K	0.03%	188
2024 Q4	$232K	Buy	1,078 +59	+6%	+$13.2K	0.04%	161
2024 Q3	$232K	Buy	1,019 +158	+18%	+$36.3K	0.04%	167
2024 Q2	$225K	Buy	+861	New	+$197K	0.04%	163

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

Physician Wealth Advisors's SOXX Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 4.5% in Q2 2026, buying an estimated $19.8K and bringing the position to 913 shares worth $585K. The position accounts for 0.07% of the portfolio, ranked #107.

Physician Wealth Advisors first reported a position in SOXX in Q2 2024 and has held it in 9 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Physician Wealth Advisors held 913 shares of iShares Semiconductor ETF worth $585K as of Q2 2026.
Physician Wealth Advisors bought 39 iShares Semiconductor ETF shares in Q2 2026, an estimated $19.8K.
iShares Semiconductor ETF made up 0.07% of Physician Wealth Advisors's portfolio in Q2 2026, its #107 holding.
Physician Wealth Advisors first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.