Secure Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$454K Buy
+709
New +$360K 0.06% 199
2026
Q1
Sell
-871
Closed -$262K 369
2025
Q4
$262K Buy
871
+38
+5% +$11.2K 0.04% 283
2025
Q3
$230K Buy
+833
New +$208K 0.04% 283
2025
Q2
Sell
-1,356
Closed -$255K 356
2025
Q1
$255K Sell
1,356
-8
-0.6% -$1.71K 0.05% 252
2024
Q4
$294K Buy
1,364
+7
+0.5% +$1.56K 0.04% 255
2024
Q3
$313K Sell
1,357
-84
-6% -$19.3K 0.05% 241
2024
Q2
$355K Sell
1,441
-191
-12% -$43.7K 0.07% 205
2024
Q1
$369K Buy
+1,632
New +$339K 0.09% 154

Other funds holding SOXX

Secure Asset Management's SOXX Position: Q2 2026 in Review

Secure Asset Management opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 709 shares worth $454K. The stake represents 0.06% of the portfolio and ranks #199 among its holdings. This is a return to the name: Secure Asset Management previously reported a position in SOXX as recently as Q4 2025.

Secure Asset Management first reported a position in SOXX in Q1 2024 and has held it in 8 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Secure Asset Management held 709 shares of iShares Semiconductor ETF worth $454K as of Q2 2026.
  • iShares Semiconductor ETF was a new Secure Asset Management position in Q2 2026.
  • iShares Semiconductor ETF made up 0.06% of Secure Asset Management's portfolio in Q2 2026, its #199 holding.
  • Secure Asset Management first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 8 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.