PTM Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

PTM Wealth 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	$829K	Buy	1,574 +1	+0.1%	+$508	0.37%	21
2026 Q1	$541K	Buy	1,573 +1	+0.1%	+$341	0.29%	29
2025 Q4	$500K	Buy	1,572 +2	+0.1%	+$590	0.28%	28
2025 Q3	$453K	Buy	1,570 +3	+0.2%	+$748	0.27%	30
2025 Q2	$381K	Buy	1,567 +4	+0.3%	+$802	0.25%	30
2025 Q1	$242K	Buy	+1,563	New	+$334K	0.25%	35

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

PTM Wealth Management's SOXX Position: Q2 2026 in Review

PTM Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 0.06% in Q2 2026, buying an estimated $508 and bringing the position to 1,574 shares worth $829K. The position accounts for 0.37% of the portfolio, ranked #21.

PTM Wealth Management first reported a position in SOXX in Q1 2025 and has held it in 6 quarters since. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

PTM Wealth Management held 1,574 shares of iShares Semiconductor ETF worth $829K as of Q2 2026.
PTM Wealth Management bought 1 iShares Semiconductor ETF share in Q2 2026, an estimated $508.
iShares Semiconductor ETF made up 0.37% of PTM Wealth Management's portfolio in Q2 2026, its #21 holding.
PTM Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
1,184 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on PTM Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.