Soltis Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Soltis Investment Advisors’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	$860K	Sell	1,342 -7	-0.5%	-$3.55K	0.05%	267
2026 Q1	$443K	Sell	1,349 -93	-6%	-$31.7K	0.03%	362
2025 Q4	$434K	Buy	1,442 +257	+22%	+$75.8K	0.03%	348
2025 Q3	$321K	Sell	1,185 -45	-4%	-$11.2K	0.02%	367
2025 Q2	$294K	Buy	+1,230	New	+$246K	0.02%	329
2023 Q3	–	Sell	-1,518	Closed	-$257K	–	281
2023 Q2	$257K	Sell	1,518 -12	-0.8%	-$1.8K	0.03%	228
2023 Q1	$227K	Buy	+1,530	New	+$209K	0.03%	235

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

Soltis Investment Advisors's SOXX Position: Q2 2026 in Review

Soltis Investment Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 0.52% in Q2 2026, selling an estimated $3.55K and leaving 1,342 shares worth $860K. The position accounts for 0.05% of the portfolio, ranked #267.

Soltis Investment Advisors first reported a position in SOXX in Q1 2023 and has held it in 7 quarters since. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Soltis Investment Advisors held 1,342 shares of iShares Semiconductor ETF worth $860K as of Q2 2026.
Soltis Investment Advisors sold 7 iShares Semiconductor ETF shares in Q2 2026, an estimated $3.55K.
iShares Semiconductor ETF made up 0.05% of Soltis Investment Advisors's portfolio in Q2 2026, its #267 holding.
Soltis Investment Advisors first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 7 quarters since.
1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.