Sequoia Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Sequoia Financial 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	$1.42M	Buy	2,221 +92	+4%	+$46.7K	0.01%	783
2026 Q1	$700K	Sell	2,129 -126	-6%	-$43K	﹤0.01%	1073
2025 Q4	$679K	Sell	2,255 -152	-6%	-$44.8K	﹤0.01%	1097
2025 Q3	$653K	Buy	2,407 +469	+24%	+$117K	﹤0.01%	995
2025 Q2	$463K	Buy	1,938 +138	+8%	+$27.7K	﹤0.01%	1039
2025 Q1	$339K	Buy	1,800 +38	+2%	+$8.11K	﹤0.01%	1010
2024 Q4	$380K	Buy	1,762 +785	+80%	+$175K	﹤0.01%	918
2024 Q3	$225K	Buy	+977	New	+$224K	﹤0.01%	1120
2024 Q2	–	Sell	-1,078	Closed	-$243K	–	1277
2024 Q1	$243K	Buy	+1,078	New	+$224K	﹤0.01%	956
2023 Q2	–	Sell	-1,701	Closed	-$252K	–	996
2023 Q1	$252K	Buy	+1,701	New	+$232K	0.01%	690
2017 Q3	–	Sell	-8,580	Closed	-$401K	–	302
2017 Q2	$401K	Hold	8,580	–	–	0.05%	167
2017 Q1	$392K	Hold	8,580	–	–	0.05%	161
2016 Q4	$351K	Buy	+8,580	New	+$332K	0.05%	172

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

Sequoia Financial Advisors's SOXX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares Semiconductor ETF (SOXX) stake by 4.3% in Q2 2026, buying an estimated $46.7K and bringing the position to 2,221 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #783.

Sequoia Financial Advisors first reported a position in SOXX in Q4 2016 and has held it in 13 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Sequoia Financial Advisors held 2,221 shares of iShares Semiconductor ETF worth $1.42M as of Q2 2026.
Sequoia Financial Advisors bought 92 iShares Semiconductor ETF shares in Q2 2026, an estimated $46.7K.
iShares Semiconductor ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #783 holding.
Sequoia Financial Advisors first reported a position in iShares Semiconductor ETF in Q4 2016 and has held it in 13 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.