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

Riverbend 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	$752K	Hold	1,174	–	–	0.38%	75
2026 Q1	$386K	Buy	1,174 +68	+6%	+$23.2K	0.22%	106
2025 Q4	$333K	Buy	1,106 +1	+0.1%	+$295	0.21%	114
2025 Q3	$300K	Hold	1,105	–	–	0.21%	111
2025 Q2	$264K	Buy	1,105 +21	+2%	+$4.21K	0.2%	118
2025 Q1	$204K	Buy	+1,084	New	+$231K	0.18%	116

Other funds holding SOXX

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

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

Riverbend Wealth Management held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 1,174 shares worth $752K. The position accounts for 0.38% of the portfolio, ranked #75.

Riverbend Wealth Management first reported a position in SOXX in Q1 2025 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Riverbend Wealth Management held 1,174 shares of iShares Semiconductor ETF worth $752K as of Q2 2026.
Riverbend Wealth Management left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.38% of Riverbend Wealth Management's portfolio in Q2 2026, its #75 holding.
Riverbend Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
540 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.