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

Selective 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	$1.18M	Sell	2,254 -747	-25%	-$379K	0.31%	41
2026 Q1	$1.35M	Sell	3,001 -269	-8%	-$91.8K	0.4%	36
2025 Q4	$1.1M	Buy	3,270 +460	+16%	+$136K	0.34%	35
2025 Q3	$792K	Buy	2,810 +512	+22%	+$128K	0.26%	42
2025 Q2	$561K	Buy	2,298 +401	+21%	+$80.4K	0.2%	54
2025 Q1	$327K	Buy	1,897 +20	+1%	+$4.27K	0.14%	68
2024 Q4	$411K	Buy	1,877 +252	+16%	+$56.2K	0.17%	61
2024 Q3	$378K	Buy	1,625 +164	+11%	+$37.7K	0.16%	68
2024 Q2	$379K	Buy	+1,461	New	+$334K	0.17%	67
2022 Q4	–	Sell	-1,407	Closed	-$149K	–	633
2022 Q3	$149K	Hold	1,407	–	–	0.06%	162
2022 Q2	$164K	Hold	1,407	–	–	0.06%	162
2022 Q1	$222K	Sell	1,407 -450	-24%	-$72.1K	0.08%	121
2021 Q4	$336K	Sell	1,857 -18	-1%	-$3.02K	0.14%	80
2021 Q3	$279K	Buy	1,875 +1,425	+317%	+$217K	0.15%	76
2021 Q2	$68K	Buy	+450	New	+$64.4K	0.05%	156

Other funds holding SOXX

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Selective Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 25% in Q2 2026, selling an estimated $379K and leaving 2,254 shares worth $1.18M. The position accounts for 0.31% of the portfolio, ranked #41.

Selective Wealth Management first reported a position in SOXX in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.35M in Q1 2026. 502 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Selective Wealth Management held 2,254 shares of iShares Semiconductor ETF worth $1.18M as of Q2 2026.
Selective Wealth Management sold 747 iShares Semiconductor ETF shares in Q2 2026, an estimated $379K.
iShares Semiconductor ETF made up 0.31% of Selective Wealth Management's portfolio in Q2 2026, its #41 holding.
Selective Wealth Management first reported a position in iShares Semiconductor ETF in Q2 2021 and has held it in 15 quarters since.
Selective Wealth Management's iShares Semiconductor ETF position peaked at $1.35M in Q1 2026.
502 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.