Plante Moran Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Plante Moran Financial 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	$73.7K	Buy	+115	New	+$58.4K	﹤0.01%	290
2025 Q2	–	Sell	-22	Closed	-$4.14K	–	847
2025 Q1	$4.14K	Hold	22	–	–	﹤0.01%	653
2024 Q4	$4.74K	Hold	22	–	–	﹤0.01%	694
2024 Q3	$5.07K	Buy	+22	New	+$5.05K	﹤0.01%	681
2024 Q1	–	Sell	-45	Closed	-$8.64K	–	924
2023 Q4	$8.64K	Buy	+45	New	+$7.55K	﹤0.01%	573
2022 Q1	–	Sell	-162	Closed	-$29K	–	990
2021 Q4	$29K	Sell	162 -9	-5%	-$1.51K	﹤0.01%	473
2021 Q3	$25K	Buy	171 +114	+200%	+$17.3K	0.01%	517
2021 Q2	$9K	Hold	57	–	–	﹤0.01%	697
2021 Q1	$8K	Buy	+57	New	+$7.8K	﹤0.01%	695
2017 Q2	–	Sell	-387	Closed	-$18K	–	895
2017 Q1	$18K	Buy	+387	New	+$16.9K	0.01%	497

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

Plante Moran Financial Advisors's SOXX Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 115 shares worth $73.7K. The stake represents ﹤0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SOXX as recently as Q1 2025.

Plante Moran Financial Advisors first reported a position in SOXX in Q1 2017 and has held it in 10 quarters since. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Plante Moran Financial Advisors held 115 shares of iShares Semiconductor ETF worth $73.7K as of Q2 2026.
iShares Semiconductor ETF was a new Plante Moran Financial Advisors position in Q2 2026.
iShares Semiconductor ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #290 holding.
Plante Moran Financial Advisors first reported a position in iShares Semiconductor ETF in Q1 2017 and has held it in 10 quarters since.
1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.