Roman Butler Fullerton & Co’s iShares Semiconductor ETF SOXX Stock Holding History

Roman Butler Fullerton & Co’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	$729K	Buy	1,317 +77	+6%	+$39.1K	0.17%	138
2026 Q1	$459K	Sell	1,240 -422	-25%	-$144K	0.13%	170
2025 Q4	$580K	Buy	1,662 +640	+63%	+$189K	0.15%	151
2025 Q3	$316K	Buy	1,022 +171	+20%	+$42.6K	0.08%	202
2025 Q2	$205K	Sell	851 -301	-26%	-$60.3K	0.06%	238
2025 Q1	$201K	Buy	+1,152	New	+$246K	0.08%	219
2024 Q3	–	Sell	-10,472	Closed	-$2.78M	–	261
2024 Q2	$2.78M	Buy	10,472 +1,778	+20%	+$407K	0.9%	26
2024 Q1	$1.75M	Sell	8,694 -1,377	-14%	-$286K	0.66%	36
2023 Q4	$2.01M	Buy	10,071 +5,433	+117%	+$912K	0.78%	32
2023 Q3	$737K	Sell	4,638 -996	-18%	-$166K	0.35%	76
2023 Q2	$986K	Buy	+5,634	New	+$845K	0.45%	68

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

Roman Butler Fullerton & Co's SOXX Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its iShares Semiconductor ETF (SOXX) stake by 6.2% in Q2 2026, buying an estimated $39.1K and bringing the position to 1,317 shares worth $729K. The position accounts for 0.17% of the portfolio, ranked #138.

Roman Butler Fullerton & Co first reported a position in SOXX in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.78M in Q2 2024. 1,185 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Roman Butler Fullerton & Co held 1,317 shares of iShares Semiconductor ETF worth $729K as of Q2 2026.
Roman Butler Fullerton & Co bought 77 iShares Semiconductor ETF shares in Q2 2026, an estimated $39.1K.
iShares Semiconductor ETF made up 0.17% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #138 holding.
Roman Butler Fullerton & Co first reported a position in iShares Semiconductor ETF in Q2 2023 and has held it in 11 quarters since.
Roman Butler Fullerton & Co's iShares Semiconductor ETF position peaked at $2.78M in Q2 2024.
1,185 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.