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

SeaCrest 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	$1.52M	Buy	2,367 +781	+49%	+$397K	0.17%	112
2026 Q1	$521K	Sell	1,586 -32	-2%	-$10.9K	0.06%	315
2025 Q4	$526K	Buy	1,618 +684	+73%	+$202K	0.05%	310
2025 Q3	$272K	Buy	+934	New	+$233K	0.03%	492
2022 Q3	–	Sell	-717	Closed	-$84K	–	1383
2022 Q2	$84K	Buy	+717	New	+$96.7K	0.01%	927
2019 Q2	–	Sell	-3,780	Closed	-$239K	–	1650
2019 Q1	$239K	Hold	3,780	–	–	0.04%	415
2018 Q4	$198K	Hold	3,780	–	–	0.04%	418
2018 Q3	$233K	Hold	3,780	–	–	0.04%	451
2018 Q2	$225K	Hold	3,780	–	–	0.04%	456
2018 Q1	$227K	Buy	3,780 +3,600	+2,000%	+$219K	0.04%	448
2017 Q4	$10K	Buy	+180	New	+$10.2K	﹤0.01%	1605

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

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

SeaCrest Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 49% in Q2 2026, buying an estimated $397K and bringing the position to 2,367 shares worth $1.52M. The position accounts for 0.17% of the portfolio, ranked #112.

SeaCrest Wealth Management first reported a position in SOXX in Q4 2017 and has held it in 11 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

SeaCrest Wealth Management held 2,367 shares of iShares Semiconductor ETF worth $1.52M as of Q2 2026.
SeaCrest Wealth Management bought 781 iShares Semiconductor ETF shares in Q2 2026, an estimated $397K.
iShares Semiconductor ETF made up 0.17% of SeaCrest Wealth Management's portfolio in Q2 2026, its #112 holding.
SeaCrest Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2017 and has held it in 11 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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