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Sittner & Nelson’s iShares Semiconductor ETF SOXX Stock Holding History

Sittner & Nelson’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 		$64.1K Buy
+100
New +$50.8K 0.02% 278
2023
Q2 		– Sell
-174
Closed -$25.8K – 513
2023
Q1 		$25.8K Buy
+174
New +$23.7K 0.01% 275

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sittner & Nelson's SOXX Position: Q2 2026 in Review

Sittner & Nelson opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 100 shares worth $64.1K. The stake represents 0.02% of the portfolio and ranks #278 among its holdings. This is a return to the name: Sittner & Nelson previously reported a position in SOXX as recently as Q1 2023.

Sittner & Nelson first reported a position in SOXX in Q1 2023 and has held it in 2 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Sittner & Nelson held 100 shares of iShares Semiconductor ETF worth $64.1K as of Q2 2026.
  • iShares Semiconductor ETF was a new Sittner & Nelson position in Q2 2026.
  • iShares Semiconductor ETF made up 0.02% of Sittner & Nelson's portfolio in Q2 2026, its #278 holding.
  • Sittner & Nelson first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 2 quarters since.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.