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Realta Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Realta Investment Advisors’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 		$106K Buy
166
+100
+152% +$50.8K 0.03% 238
2026
Q1 		$21.5K Sell
66
-1,710
-96% -$584K 0.01% 280
2025
Q4 		$535K Buy
1,776
+1,715
+2,811% +$506K 0.18% 121
2025
Q3 		$16.7K Buy
61
+46
+307% +$11.5K 0.01% 269
2025
Q2 		$3.59K Sell
15
-46
-75% -$9.22K ﹤0.01% 287
2025
Q1 		$11.5K Buy
+61
New +$13K 0.01% 272
2024
Q4 		– Sell
-347
Closed -$83.2K – 409
2024
Q3 		$83.2K Sell
347
-3,972
-92% -$912K 0.04% 220
2024
Q2 		$1.07M Sell
4,319
-339
-7% -$77.6K 0.21% 113
2024
Q1 		$1.05M Buy
4,658
+2,915
+167% +$606K 0.22% 116
2023
Q4 		$335K Sell
1,743
-360
-17% -$60.4K 0.08% 295
2023
Q3 		$356K Hold
2,103
– – 0.08% 259
2023
Q2 		$356K Sell
2,103
-102
-5% -$15.3K 0.08% 268
2023
Q1 		$327K Sell
2,205
-75
-3% -$10.2K 0.08% 277
2022
Q4 		$264K Sell
2,280
-42
-2% -$4.88K 0.06% 327
2022
Q3 		$247K Sell
2,322
-15
-0.6% -$1.88K 0.06% 320
2022
Q2 		$263K Buy
2,337
+216
+10% +$29.1K 0.06% 296
2022
Q1 		$335K Sell
2,121
-198
-9% -$31.7K 0.07% 284
2021
Q4 		$419K Sell
2,319
-213
-8% -$35.7K 0.09% 244
2021
Q3 		$376K Buy
2,532
+198
+8% +$30.1K 0.09% 255
2021
Q2 		$353K Buy
2,334
+549
+31% +$78.6K 0.08% 261
2021
Q1 		$252K Buy
+1,785
New +$244K 0.07% 307

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

Realta Investment Advisors's SOXX Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares Semiconductor ETF (SOXX) stake by 152% in Q2 2026, buying an estimated $50.8K and bringing the position to 166 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #238.

Realta Investment Advisors first reported a position in SOXX in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.07M in Q2 2024. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Realta Investment Advisors held 166 shares of iShares Semiconductor ETF worth $106K as of Q2 2026.
  • Realta Investment Advisors bought 100 iShares Semiconductor ETF shares in Q2 2026, an estimated $50.8K.
  • iShares Semiconductor ETF made up 0.03% of Realta Investment Advisors's portfolio in Q2 2026, its #238 holding.
  • Realta Investment Advisors first reported a position in iShares Semiconductor ETF in Q1 2021 and has held it in 21 quarters since.
  • Realta Investment Advisors's iShares Semiconductor ETF position peaked at $1.07M in Q2 2024.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.