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Private Wealth Advisors (California)’s iShares Semiconductor ETF SOXX Stock Holding History

Private Wealth Advisors (California)’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 		$1.34M Sell
2,089
-25
-1% -$12.7K 0.34% 57
2026
Q1 		$695K Sell
2,114
-62
-3% -$21.2K 0.2% 70
2025
Q4 		$655K Hold
2,176
– – 0.21% 68
2025
Q3 		$590K Buy
2,176
+1
+0% +$249 0.2% 67
2025
Q2 		$519K Buy
2,175
+1
+0% +$200 0.19% 66
2025
Q1 		$409K Hold
2,174
– – 0.15% 69
2024
Q4 		$468K Sell
2,174
-17
-0.8% -$3.79K 0.18% 65
2024
Q3 		$491K Buy
2,191
+1
+0% +$230 0.19% 59
2024
Q2 		$540K Hold
2,190
– – 0.21% 60
2024
Q1 		$495K Sell
2,190
-39
-2% -$8.11K 0.2% 60
2023
Q4 		$428K Sell
2,229
-324
-13% -$54.4K 0.17% 55
2023
Q3 		$403K Sell
2,553
-201
-7% -$33.5K 0.17% 60
2023
Q2 		$465K Sell
2,754
-15
-0.5% -$2.25K 0.19% 56
2023
Q1 		$411K Sell
2,769
-123
-4% -$16.8K 0.17% 61
2022
Q4 		$335K Sell
2,892
-12,489
-81% -$1.45M 0.11% 68
2022
Q3 		$1.63M Sell
15,381
-48
-0.3% -$6.02K 0.76% 32
2022
Q2 		$2.11M Buy
15,429
+8,721
+130% +$1.18M 0.78% 34
2022
Q1 		$1.06M Sell
6,708
-5,862
-47% -$939K 0.34% 50
2021
Q4 		$2.27M Sell
12,570
-39
-0.3% -$6.54K 0.49% 38
2021
Q3 		$2.18M Buy
+12,609
New +$1.92M 0.52% 40

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Wealth Advisors (California)'s SOXX Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its iShares Semiconductor ETF (SOXX) stake by 1.2% in Q2 2026, selling an estimated $12.7K and leaving 2,089 shares worth $1.34M. The position accounts for 0.34% of the portfolio, ranked #57.

Private Wealth Advisors (California) first reported a position in SOXX in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.27M in Q4 2021. 1,185 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Private Wealth Advisors (California) held 2,089 shares of iShares Semiconductor ETF worth $1.34M as of Q2 2026.
  • Private Wealth Advisors (California) sold 25 iShares Semiconductor ETF shares in Q2 2026, an estimated $12.7K.
  • iShares Semiconductor ETF made up 0.34% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #57 holding.
  • Private Wealth Advisors (California) first reported a position in iShares Semiconductor ETF in Q3 2021 and has held it in 20 quarters since.
  • Private Wealth Advisors (California)'s iShares Semiconductor ETF position peaked at $2.27M in Q4 2021.
  • 1,185 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.