Root Financial Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Root Financial Partners’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	$2.79M	Sell	4,356 -119	-3%	-$60.4K	0.11%	58
2026 Q1	$1.47M	Buy	4,475 +1,589	+55%	+$542K	0.07%	79
2025 Q4	$869K	Buy	2,886 +2,433	+537%	+$717K	0.04%	105
2025 Q3	$123K	Buy	+453	New	+$113K	0.01%	380

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

Root Financial Partners's SOXX Position: Q2 2026 in Review

Root Financial Partners reduced its iShares Semiconductor ETF (SOXX) stake by 2.7% in Q2 2026, selling an estimated $60.4K and leaving 4,356 shares worth $2.79M. The position accounts for 0.11% of the portfolio, ranked #58.

Root Financial Partners first reported a position in SOXX in Q3 2025 and has held it in 4 quarters since. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Root Financial Partners held 4,356 shares of iShares Semiconductor ETF worth $2.79M as of Q2 2026.
Root Financial Partners sold 119 iShares Semiconductor ETF shares in Q2 2026, an estimated $60.4K.
iShares Semiconductor ETF made up 0.11% of Root Financial Partners's portfolio in Q2 2026, its #58 holding.
Root Financial Partners first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
1,184 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.