RMR Wealth Builders’s iShares Semiconductor ETF SOXX Stock Holding History

RMR Wealth Builders’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	$244K	Buy	+381	New	+$193K	0.02%	278
2021 Q2	–	Sell	-126	Closed	-$18K	–	629
2021 Q1	$18K	Buy	+126	New	+$17.2K	﹤0.01%	530

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

RMR Wealth Builders's SOXX Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 381 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #278 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in SOXX as recently as Q1 2021.

RMR Wealth Builders first reported a position in SOXX in Q1 2021 and has held it in 2 quarters since. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

RMR Wealth Builders held 381 shares of iShares Semiconductor ETF worth $244K as of Q2 2026.
iShares Semiconductor ETF was a new RMR Wealth Builders position in Q2 2026.
iShares Semiconductor ETF made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #278 holding.
RMR Wealth Builders first reported a position in iShares Semiconductor ETF in Q1 2021 and has held it in 2 quarters since.
1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.