Sculati Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Sculati Wealth Management’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	$513K	Hold	983	–	–	0.17%	86
2026 Q1	$323K	Hold	983	–	–	0.12%	103
2025 Q4	$296K	Hold	983	–	–	0.1%	104
2025 Q3	$267K	Buy	983 +120	+14%	+$29.9K	0.09%	113
2025 Q2	$206K	Sell	863 -262	-23%	-$52.5K	0.08%	120
2025 Q1	$212K	Hold	1,125	–	–	0.09%	104
2024 Q4	$242K	Hold	1,125	–	–	0.1%	100
2024 Q3	$259K	Buy	+1,125	New	+$258K	0.1%	99

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

Sculati Wealth Management's SOXX Position: Q2 2026 in Review

Sculati Wealth Management held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 983 shares worth $513K. The position accounts for 0.17% of the portfolio, ranked #86.

Sculati Wealth Management first reported a position in SOXX in Q3 2024 and has held it in 8 quarters since. 355 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Sculati Wealth Management held 983 shares of iShares Semiconductor ETF worth $513K as of Q2 2026.
Sculati Wealth Management left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.17% of Sculati Wealth Management's portfolio in Q2 2026, its #86 holding.
Sculati Wealth Management first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 8 quarters since.
355 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.