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

Ritholtz 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	$2.89M	Buy	4,514 +3,795	+528%	+$1.93M	0.04%	318
2026 Q1	$236K	Sell	719 -5	-0.7%	-$1.71K	﹤0.01%	1071
2025 Q4	$218K	Buy	+724	New	+$213K	﹤0.01%	1035
2024 Q1	–	Sell	-1,413	Closed	-$271K	–	827
2023 Q4	$271K	Buy	+1,413	New	+$237K	0.01%	626

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

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

Ritholtz Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 528% in Q2 2026, buying an estimated $1.93M and bringing the position to 4,514 shares worth $2.89M. The position accounts for 0.04% of the portfolio, ranked #318.

Ritholtz Wealth Management first reported a position in SOXX in Q4 2023 and has held it in 4 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Ritholtz Wealth Management held 4,514 shares of iShares Semiconductor ETF worth $2.89M as of Q2 2026.
Ritholtz Wealth Management bought 3,795 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.93M.
iShares Semiconductor ETF made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #318 holding.
Ritholtz Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 4 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.