Shelton Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

Shelton Capital 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	$272K	Buy	+425	New	+$216K	0.01%	586
2025 Q3	–	Sell	-1,336	Closed	-$319K	–	766
2025 Q2	$319K	Hold	1,336	–	–	0.01%	466
2025 Q1	$251K	Buy	+1,336	New	+$285K	0.01%	552

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

Shelton Capital Management's SOXX Position: Q2 2026 in Review

Shelton Capital Management opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 425 shares worth $272K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in SOXX as recently as Q2 2025.

Shelton Capital Management first reported a position in SOXX in Q1 2025 and has held it in 3 quarters since. The position peaked at $319K in Q2 2025. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Shelton Capital Management held 425 shares of iShares Semiconductor ETF worth $272K as of Q2 2026.
iShares Semiconductor ETF was a new Shelton Capital Management position in Q2 2026.
iShares Semiconductor ETF made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #586 holding.
Shelton Capital Management first reported a position in iShares Semiconductor ETF in Q1 2025 and has held it in 3 quarters since.
Shelton Capital Management's iShares Semiconductor ETF position peaked at $319K in Q2 2025.
1,184 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.