Principal Securities’s iShares Semiconductor ETF SOXX Stock Holding History

Principal Securities’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	$4.79M	Buy	22,407 +7,041	+46%	+$1.19M	0.06%	300
2026 Q1	$1.68M	Sell	15,366 -174	-1%	-$19.8K	0.02%	556
2025 Q4	$1.56M	Sell	15,540 -228	-1%	-$22.4K	0.02%	551
2025 Q3	$1.43M	Buy	15,768 +360	+2%	+$29.9K	0.02%	546
2025 Q2	$1.23M	Sell	15,408 -1,437	-9%	-$96K	0.02%	557
2025 Q1	$1.21M	Buy	16,845 +135	+0.8%	+$9.6K	0.03%	486
2024 Q4	$1.2M	Buy	16,710 +3,084	+23%	+$229K	0.03%	485
2024 Q3	$1.05M	Sell	13,626 -9,213	-40%	-$705K	0.03%	514
2024 Q2	$1.88M	Buy	22,839 +14,778	+183%	+$1.13M	0.05%	316
2024 Q1	$607K	Buy	8,061 +3,030	+60%	+$210K	0.02%	595
2023 Q4	$322K	Buy	+5,031	New	+$281K	0.01%	767

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 $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Principal Securities's SOXX Position: Q2 2026 in Review

Principal Securities increased its iShares Semiconductor ETF (SOXX) stake by 46% in Q2 2026, buying an estimated $1.19M and bringing the position to 22,407 shares worth $4.79M. The position accounts for 0.06% of the portfolio, ranked #300.

Principal Securities first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 1,194 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Principal Securities held 22,407 shares of iShares Semiconductor ETF worth $4.79M as of Q2 2026.
Principal Securities bought 7,041 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.19M.
iShares Semiconductor ETF made up 0.06% of Principal Securities's portfolio in Q2 2026, its #300 holding.
Principal Securities first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,194 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.