Resurgent Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Resurgent Financial 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	$313K	Buy	+489	New	+$248K	0.09%	225
2024 Q1	–	Sell	-429	Closed	-$82.4K	–	437
2023 Q4	$82.4K	Sell	429 -180	-30%	-$30.2K	0.05%	267
2023 Q3	$96.2K	Hold	609	–	–	0.07%	228
2023 Q2	$103K	Buy	609 +210	+53%	+$31.5K	0.07%	229
2023 Q1	$59.1K	Hold	399	–	–	0.04%	307
2022 Q4	$46.3K	Buy	+399	New	+$46.3K	0.02%	443

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

Resurgent Financial Advisors's SOXX Position: Q2 2026 in Review

Resurgent Financial Advisors opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 489 shares worth $313K. The stake represents 0.09% of the portfolio and ranks #225 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in SOXX as recently as Q4 2023.

Resurgent Financial Advisors first reported a position in SOXX in Q4 2022 and has held it in 6 quarters since. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Resurgent Financial Advisors held 489 shares of iShares Semiconductor ETF worth $313K as of Q2 2026.
iShares Semiconductor ETF was a new Resurgent Financial Advisors position in Q2 2026.
iShares Semiconductor ETF made up 0.09% of Resurgent Financial Advisors's portfolio in Q2 2026, its #225 holding.
Resurgent Financial Advisors first reported a position in iShares Semiconductor ETF in Q4 2022 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 Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.