SIAG
SOXX icon

Safeguard Investment Advisory Group’s iShares Semiconductor ETF SOXX Stock Holding History

Safeguard Investment Advisory Group’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 		$2.43M Sell
3,791
-34
-0.9% -$17.3K 0.56% 24
2026
Q1 		$1.26M Sell
3,825
-226
-6% -$77.1K 0.35% 34
2025
Q4 		$1.22M Sell
4,051
-442
-10% -$130K 0.31% 32
2025
Q3 		$1.22M Sell
4,493
-552
-11% -$138K 0.3% 36
2025
Q2 		$1.21M Sell
5,045
-342
-6% -$68.5K 0.3% 35
2025
Q1 		$1.01M Sell
5,387
-289
-5% -$61.7K 0.28% 39
2024
Q4 		$1.22M Sell
5,676
-162
-3% -$36.1K 0.34% 32
2024
Q3 		$1.35M Sell
5,838
-82
-1% -$18.8K 0.38% 27
2024
Q2 		$1.46M Sell
5,920
-113
-2% -$25.9K 0.45% 23
2024
Q1 		$1.36M Sell
6,033
-819
-12% -$170K 0.46% 25
2023
Q4 		$1.32M Sell
6,852
-528
-7% -$88.6K 0.5% 24
2023
Q3 		$1.17M Sell
7,380
-864
-10% -$144K 0.51% 28
2023
Q2 		$1.4M Sell
8,244
-6,210
-43% -$931K 0.6% 26
2023
Q1 		$2.14M Sell
14,454
-27,174
-65% -$3.7M 1.03% 18
2022
Q4 		$4.84M Buy
41,628
+813
+2% +$94.4K 2.98% 9
2022
Q3 		$4.34M Sell
40,815
-1,476
-3% -$185K 2.97% 10
2022
Q2 		$6.67M Hold
42,291
– – 4.11% 5
2022
Q1 		$6.67M Buy
42,291
+1,155
+3% +$185K 4.55% 5
2021
Q4 		$7.44M Buy
41,136
+1,599
+4% +$268K 4.34% 4
2021
Q3 		$5.88M Buy
39,537
+4,545
+13% +$691K 3.8% 8
2021
Q2 		$5.3M Buy
34,992
+7,821
+29% +$1.12M 3.77% 8
2021
Q1 		$3.84M Buy
27,171
+16,158
+147% +$2.21M 3.43% 8
2020
Q4 		$1.39M Buy
+11,013
New +$1.26M 1.23% 17

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Safeguard Investment Advisory Group's SOXX Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its iShares Semiconductor ETF (SOXX) stake by 0.89% in Q2 2026, selling an estimated $17.3K and leaving 3,791 shares worth $2.43M. The position accounts for 0.56% of the portfolio, ranked #24.

Safeguard Investment Advisory Group first reported a position in SOXX in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.44M in Q4 2021. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Safeguard Investment Advisory Group held 3,791 shares of iShares Semiconductor ETF worth $2.43M as of Q2 2026.
  • Safeguard Investment Advisory Group sold 34 iShares Semiconductor ETF shares in Q2 2026, an estimated $17.3K.
  • iShares Semiconductor ETF made up 0.56% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #24 holding.
  • Safeguard Investment Advisory Group first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's iShares Semiconductor ETF position peaked at $7.44M in Q4 2021.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.