Savant Capital’s iShares Semiconductor ETF SOXX Stock Holding History

Savant Capital’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	$1.7M	Buy	+3,035	New	+$1.54M	0.01%	655
2025 Q1	–	Sell	-4,236	Closed	-$913K	–	1386
2024 Q4	$913K	Sell	4,236 -428	-9%	-$95.5K	0.01%	685
2024 Q3	$1.08M	Buy	4,664 +3,505	+302%	+$805K	0.01%	612
2024 Q2	$286K	Sell	1,159 -1,951	-63%	-$447K	﹤0.01%	994
2024 Q1	$703K	Sell	3,110 -115	-4%	-$23.9K	0.01%	645
2023 Q4	$619K	Buy	3,225 +657	+26%	+$110K	0.01%	515
2023 Q3	$405K	Sell	2,568 -3,174	-55%	-$529K	0.01%	574
2023 Q2	$971K	Buy	5,742 +4,185	+269%	+$628K	0.02%	387
2023 Q1	$231K	Buy	+1,557	New	+$212K	﹤0.01%	651

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

Savant Capital's SOXX Position: Q2 2026 in Review

Savant Capital opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 3,035 shares worth $1.7M. The stake represents 0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Savant Capital previously reported a position in SOXX as recently as Q4 2024.

Savant Capital first reported a position in SOXX in Q1 2023 and has held it in 9 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Savant Capital held 3,035 shares of iShares Semiconductor ETF worth $1.7M as of Q2 2026.
iShares Semiconductor ETF was a new Savant Capital position in Q2 2026.
iShares Semiconductor ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #655 holding.
Savant Capital first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 9 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.