Pine Harbor Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Pine Harbor Wealth Management’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	$1.04M	Buy	1,622 +1	+0.1%	+$508	0.28%	35
2026 Q1	$533K	Buy	1,621 +1	+0.1%	+$341	0.16%	51
2025 Q4	$488K	Sell	1,620 -185	-10%	-$54.6K	0.15%	56
2025 Q3	$489K	Buy	1,805 +1	+0.1%	+$249	0.16%	54
2025 Q2	$431K	Buy	1,804 +3	+0.2%	+$601	0.15%	60
2025 Q1	$339K	Buy	1,801 +20	+1%	+$4.27K	0.14%	63
2024 Q4	$384K	Buy	1,781 +3	+0.2%	+$669	0.15%	60
2024 Q3	$410K	Buy	1,778 +4	+0.2%	+$919	0.2%	59
2024 Q2	$438K	Buy	1,774 +2	+0.1%	+$458	0.26%	58
2024 Q1	$400K	Buy	1,772 +2	+0.1%	+$416	0.25%	62
2023 Q4	$340K	Buy	+1,770	New	+$297K	0.26%	64

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

Pine Harbor Wealth Management's SOXX Position: Q2 2026 in Review

Pine Harbor Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 0.06% in Q2 2026, buying an estimated $508 and bringing the position to 1,622 shares worth $1.04M. The position accounts for 0.28% of the portfolio, ranked #35.

Pine Harbor Wealth Management first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Pine Harbor Wealth Management held 1,622 shares of iShares Semiconductor ETF worth $1.04M as of Q2 2026.
Pine Harbor Wealth Management bought 1 iShares Semiconductor ETF share in Q2 2026, an estimated $508.
iShares Semiconductor ETF made up 0.28% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #35 holding.
Pine Harbor Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.