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Robertson Stephens Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Robertson Stephens 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 		$3.69M Sell
5,753
-216
-4% -$110K 0.09% 149
2026
Q1 		$1.96M Sell
5,969
-109
-2% -$37.2K 0.06% 210
2025
Q4 		$1.83M Sell
6,078
-48
-0.8% -$14.2K 0.05% 227
2025
Q3 		$1.66M Sell
6,126
-208
-3% -$51.9K 0.05% 197
2025
Q2 		$1.51M Sell
6,334
-665
-10% -$133K 0.05% 222
2025
Q1 		$1.32M Sell
6,999
-862
-11% -$184K 0.05% 234
2024
Q4 		$1.69M Sell
7,861
-8,292
-51% -$1.85M 0.06% 211
2024
Q3 		$3.72M Buy
16,153
+11,610
+256% +$2.67M 0.14% 140
2024
Q2 		$1.12M Sell
4,543
-68
-1% -$15.6K 0.06% 210
2024
Q1 		$1.04M Hold
4,611
– – 0.06% 227
2023
Q4 		$885K Sell
4,611
-30
-0.6% -$5.03K 0.05% 236
2023
Q3 		$735K Sell
4,641
-1,167
-20% -$194K 0.05% 248
2023
Q2 		$982K Sell
5,808
-3,807
-40% -$571K 0.07% 195
2023
Q1 		$1.43M Hold
9,615
– – 0.11% 158
2022
Q4 		$1.12M Buy
+9,615
New +$1.12M 0.11% 164
2022
Q2 		– Sell
-5,613
Closed -$885K – 411
2022
Q1 		$885K Hold
5,613
– – 0.07% 191
2021
Q4 		$1.01M Buy
5,613
+822
+17% +$138K 0.09% 184
2021
Q3 		$712K Hold
4,791
– – 0.08% 159
2021
Q2 		$725K Hold
4,791
– – 0.09% 166
2021
Q1 		$677K Hold
4,791
– – 0.11% 149
2020
Q4 		$605K Buy
4,791
+510
+12% +$58.5K 0.13% 124
2020
Q3 		$434K Buy
4,281
+1,890
+79% +$185K 0.11% 148
2020
Q2 		$215K Buy
+2,391
New +$193K 0.06% 176

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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GG
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robertson Stephens Wealth Management's SOXX Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 3.6% in Q2 2026, selling an estimated $110K and leaving 5,753 shares worth $3.69M. The position accounts for 0.09% of the portfolio, ranked #149.

Robertson Stephens Wealth Management first reported a position in SOXX in Q2 2020 and has held it in 23 quarters since. The position peaked at $3.72M in Q3 2024. 522 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Robertson Stephens Wealth Management held 5,753 shares of iShares Semiconductor ETF worth $3.69M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 216 iShares Semiconductor ETF shares in Q2 2026, an estimated $110K.
  • iShares Semiconductor ETF made up 0.09% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Semiconductor ETF in Q2 2020 and has held it in 23 quarters since.
  • Robertson Stephens Wealth Management's iShares Semiconductor ETF position peaked at $3.72M in Q3 2024.
  • 522 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.