Private Wealth Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History

Private Wealth Asset 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	$64.1K	Sell	100 -50	-33%	-$25.4K	0.01%	392
2026 Q1	$49.3K	Hold	150	–	–	0.01%	432
2025 Q4	$45.2K	Hold	150	–	–	﹤0.01%	441
2025 Q3	$40.7K	Hold	150	–	–	﹤0.01%	430
2025 Q2	$35.8K	Hold	150	–	–	﹤0.01%	446
2025 Q1	$28.2K	Buy	+150	New	+$32K	﹤0.01%	453

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

Private Wealth Asset Management's SOXX Position: Q2 2026 in Review

Private Wealth Asset Management reduced its iShares Semiconductor ETF (SOXX) stake by 33% in Q2 2026, selling an estimated $25.4K and leaving 100 shares worth $64.1K. The position accounts for 0.01% of the portfolio, ranked #392.

Private Wealth Asset Management first reported a position in SOXX in Q1 2025 and has held it in 6 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Private Wealth Asset Management held 100 shares of iShares Semiconductor ETF worth $64.1K as of Q2 2026.
Private Wealth Asset Management sold 50 iShares Semiconductor ETF shares in Q2 2026, an estimated $25.4K.
iShares Semiconductor ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #392 holding.
Private Wealth Asset Management first reported a position in iShares Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.