Sigma Investment Counselors’s iShares Semiconductor ETF SOXX Stock Holding History

Sigma Investment Counselors’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	$438K	Hold	683	–	–	0.02%	144
2026 Q1	$225K	Sell	683 -150	-18%	-$51.2K	0.01%	186
2025 Q4	$251K	Hold	833	–	–	0.01%	186
2025 Q3	$226K	Sell	833 -194	-19%	-$48.4K	0.01%	191
2025 Q2	$245K	Sell	1,027 -434	-30%	-$87K	0.01%	184
2025 Q1	$275K	Sell	1,461 -2,551	-64%	-$545K	0.02%	164
2024 Q4	$864K	Buy	+4,012	New	+$895K	0.05%	113

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

Sigma Investment Counselors's SOXX Position: Q2 2026 in Review

Sigma Investment Counselors held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 683 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #144.

Sigma Investment Counselors first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. The position peaked at $864K in Q4 2024. 1,177 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Sigma Investment Counselors held 683 shares of iShares Semiconductor ETF worth $438K as of Q2 2026.
Sigma Investment Counselors left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.02% of Sigma Investment Counselors's portfolio in Q2 2026, its #144 holding.
Sigma Investment Counselors first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
Sigma Investment Counselors's iShares Semiconductor ETF position peaked at $864K in Q4 2024.
1,177 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.