Sharper & Granite’s iShares Semiconductor ETF SOXX Stock Holding History

Sharper & Granite’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	$8.35M	Sell	13,026 -1,899	-13%	-$964K	2.59%	10
2026 Q1	$4.91M	Buy	14,925 +905	+6%	+$309K	1.68%	23
2025 Q4	$4.22M	Sell	14,020 -158	-1%	-$46.6K	1.49%	27
2025 Q3	$3.84M	Buy	14,178 +8,336	+143%	+$2.08M	1.38%	28
2025 Q2	$1.41M	Buy	5,842 +2,965	+103%	+$594K	0.54%	52
2025 Q1	$541K	Buy	2,877 +415	+17%	+$88.6K	0.22%	79
2024 Q4	$531K	Buy	2,462 +1,325	+117%	+$296K	0.23%	79
2024 Q3	$262K	Buy	+1,137	New	+$261K	0.12%	94

Other funds holding SOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Sharper & Granite's SOXX Position: Q2 2026 in Review

Sharper & Granite reduced its iShares Semiconductor ETF (SOXX) stake by 13% in Q2 2026, selling an estimated $964K and leaving 13,026 shares worth $8.35M. The position accounts for 2.59% of the portfolio, ranked #10.

Sharper & Granite first reported a position in SOXX in Q3 2024 and has held it in 8 quarters since. 190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Sharper & Granite held 13,026 shares of iShares Semiconductor ETF worth $8.35M as of Q2 2026.
Sharper & Granite sold 1,899 iShares Semiconductor ETF shares in Q2 2026, an estimated $964K.
iShares Semiconductor ETF made up 2.59% of Sharper & Granite's portfolio in Q2 2026, its #10 holding.
Sharper & Granite first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 8 quarters since.
190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.