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Sagespring Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Sagespring Wealth 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 		$395K Sell
616
-133
-18% -$67.5K 0.01% 587
2026
Q1 		$246K Buy
749
+39
+5% +$13.3K ﹤0.01% 722
2025
Q4 		$214K Buy
+710
New +$209K ﹤0.01% 748

Other funds holding SOXX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

Sagespring Wealth Partners's SOXX Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares Semiconductor ETF (SOXX) stake by 18% in Q2 2026, selling an estimated $67.5K and leaving 616 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #587.

Sagespring Wealth Partners first reported a position in SOXX in Q4 2025 and has held it in 3 quarters since. 804 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Sagespring Wealth Partners held 616 shares of iShares Semiconductor ETF worth $395K as of Q2 2026.
  • Sagespring Wealth Partners sold 133 iShares Semiconductor ETF shares in Q2 2026, an estimated $67.5K.
  • iShares Semiconductor ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #587 holding.
  • Sagespring Wealth Partners first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • 804 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.