Ritter Daniher Financial Advisory’s iShares Semiconductor ETF SOXX Stock Holding History

Ritter Daniher Financial Advisory’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	$11.5K	Hold	18	–	–	﹤0.01%	420
2026 Q1	$5.92K	Hold	18	–	–	﹤0.01%	492
2025 Q4	$5.42K	Hold	18	–	–	﹤0.01%	503
2025 Q3	$4.88K	Sell	18 -3	-14%	-$748	﹤0.01%	396
2025 Q2	$5.03K	Hold	21	–	–	﹤0.01%	287
2025 Q1	$3.96K	Buy	21 +3	+17%	+$641	﹤0.01%	274
2024 Q4	$3.88K	Hold	18	–	–	﹤0.01%	265
2024 Q3	$4.15K	Hold	18	–	–	﹤0.01%	266
2024 Q2	$4.44K	Hold	18	–	–	﹤0.01%	266
2024 Q1	$4.07K	Hold	18	–	–	﹤0.01%	261
2023 Q4	$3.46K	Hold	18	–	–	﹤0.01%	286
2023 Q3	$2.84K	Hold	18	–	–	﹤0.01%	294
2023 Q2	$3.04K	Hold	18	–	–	﹤0.01%	273
2023 Q1	$2.67K	Hold	18	–	–	﹤0.01%	246
2022 Q4	$2.09K	Hold	18	–	–	﹤0.01%	240
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	227
2022 Q2	$2K	Buy	+18	New	+$2.43K	﹤0.01%	227

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

Ritter Daniher Financial Advisory's SOXX Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 18 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Ritter Daniher Financial Advisory first reported a position in SOXX in Q2 2022 and has held it in 17 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Ritter Daniher Financial Advisory held 18 shares of iShares Semiconductor ETF worth $11.5K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #420 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Semiconductor ETF in Q2 2022 and has held it in 17 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.