Shared Vision Wealth Group’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
$388K Buy
+606
New +$308K 0.13% 82
2026
Q1
Sell
-606
Closed -$208K 101
2025
Q4
$208K Buy
+606
New +$179K 0.08% 96
2024
Q4
Sell
-927
Closed -$214K 78
2024
Q3
$214K Hold
927
0.11% 72
2024
Q2
$229K Hold
927
0.13% 68
2024
Q1
$209K Buy
+927
New +$193K 0.13% 72

Other funds holding SOXX

Shared Vision Wealth Group's SOXX Position: Q2 2026 in Review

Shared Vision Wealth Group opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 606 shares worth $388K. The stake represents 0.13% of the portfolio and ranks #82 among its holdings. This is a return to the name: Shared Vision Wealth Group previously reported a position in SOXX as recently as Q4 2025.

Shared Vision Wealth Group first reported a position in SOXX in Q1 2024 and has held it in 5 quarters since. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Shared Vision Wealth Group held 606 shares of iShares Semiconductor ETF worth $388K as of Q2 2026.
  • iShares Semiconductor ETF was a new Shared Vision Wealth Group position in Q2 2026.
  • iShares Semiconductor ETF made up 0.13% of Shared Vision Wealth Group's portfolio in Q2 2026, its #82 holding.
  • Shared Vision Wealth Group first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,184 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.