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Principle Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Principle Wealth Partners’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 		$2.08M Buy
3,253
+447
+16% +$227K 0.1% 137
2026
Q1 		$922K Hold
2,806
– – 0.05% 177
2025
Q4 		$845K Sell
2,806
-93
-3% -$27.4K 0.05% 180
2025
Q3 		$786K Sell
2,899
-300
-9% -$74.8K 0.05% 183
2025
Q2 		$764K Buy
3,199
+323
+11% +$64.7K 0.05% 182
2025
Q1 		$541K Sell
2,876
-1,688
-37% -$360K 0.04% 217
2024
Q4 		$984K Buy
4,564
+1
+0% +$223 0.07% 157
2024
Q3 		$1.05M Buy
4,563
+2
+0% +$459 0.07% 155
2024
Q2 		$1.12M Sell
4,561
-84
-2% -$19.2K 0.09% 147
2024
Q1 		$1.05M Buy
4,645
+82
+2% +$17K 0.08% 157
2023
Q4 		$876K Buy
4,563
+30
+0.7% +$5.03K 0.08% 163
2023
Q3 		$715K Buy
4,533
+327
+8% +$54.5K 0.07% 171
2023
Q2 		$711K Buy
4,206
+693
+20% +$104K 0.07% 165
2023
Q1 		$521K Hold
3,513
– – 0.06% 192
2022
Q4 		$407K Buy
+3,513
New +$408K 0.05% 212
2022
Q3 		– Sell
-10,194
Closed -$1.19M – 305
2022
Q2 		$1.19M Sell
10,194
-5,403
-35% -$729K 0.14% 119
2022
Q1 		$2.46M Buy
15,597
+7,764
+99% +$1.24M 0.26% 84
2021
Q4 		$1.42M Buy
+7,833
New +$1.31M 0.15% 112
2020
Q3 		– Sell
-141
Closed -$13K – 385
2020
Q2 		$13K Buy
+141
New +$11.4K ﹤0.01% 389

Other funds holding SOXX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

Principle Wealth Partners's SOXX Position: Q2 2026 in Review

Principle Wealth Partners increased its iShares Semiconductor ETF (SOXX) stake by 16% in Q2 2026, buying an estimated $227K and bringing the position to 3,253 shares worth $2.08M. The position accounts for 0.1% of the portfolio, ranked #137.

Principle Wealth Partners first reported a position in SOXX in Q2 2020 and has held it in 19 quarters since. The position peaked at $2.46M in Q1 2022. 804 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Principle Wealth Partners held 3,253 shares of iShares Semiconductor ETF worth $2.08M as of Q2 2026.
  • Principle Wealth Partners bought 447 iShares Semiconductor ETF shares in Q2 2026, an estimated $227K.
  • iShares Semiconductor ETF made up 0.1% of Principle Wealth Partners's portfolio in Q2 2026, its #137 holding.
  • Principle Wealth Partners first reported a position in iShares Semiconductor ETF in Q2 2020 and has held it in 19 quarters since.
  • Principle Wealth Partners's iShares Semiconductor ETF position peaked at $2.46M in Q1 2022.
  • 804 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.