Sax Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Sax Wealth Advisors’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	$839K	Buy	+2,552	New	+$1.3M	0.03%	255

Other funds holding SOXX

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

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

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

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

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Sax Wealth Advisors's SOXX Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 2,552 shares worth $839K. The stake represents 0.03% of the portfolio and ranks #255 among its holdings.

253 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Sax Wealth Advisors held 2,552 shares of iShares Semiconductor ETF worth $839K as of Q2 2026.
iShares Semiconductor ETF was a new Sax Wealth Advisors position in Q2 2026.
iShares Semiconductor ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #255 holding.
253 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.