Roxbury Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Roxbury Financial’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	$189K	Sell	295 -10	-3%	-$5.08K	0.15%	105
2026 Q1	$100K	Sell	305 -22	-7%	-$7.51K	0.09%	137
2025 Q4	$98.5K	Hold	327	–	–	0.09%	128
2025 Q3	$88.6K	Hold	327	–	–	0.08%	132
2025 Q2	$78K	Buy	327 +14	+4%	+$2.81K	0.08%	136
2025 Q1	$65.2K	Buy	313 +65	+26%	+$13.9K	0.06%	150
2024 Q4	$53.5K	Buy	+248	New	+$55.3K	0.05%	157

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Roxbury Financial's SOXX Position: Q2 2026 in Review

Roxbury Financial reduced its iShares Semiconductor ETF (SOXX) stake by 3.3% in Q2 2026, selling an estimated $5.08K and leaving 295 shares worth $189K. The position accounts for 0.15% of the portfolio, ranked #105.

Roxbury Financial first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Roxbury Financial held 295 shares of iShares Semiconductor ETF worth $189K as of Q2 2026.
Roxbury Financial sold 10 iShares Semiconductor ETF shares in Q2 2026, an estimated $5.08K.
iShares Semiconductor ETF made up 0.15% of Roxbury Financial's portfolio in Q2 2026, its #105 holding.
Roxbury Financial first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
356 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.