Southern Capital Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Southern Capital 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	$641K	Buy	1,000 +2	+0.2%	+$1.01K	0.27%	43
2026 Q1	$328K	Buy	998 +1	+0.1%	+$341	0.15%	61
2025 Q4	$300K	Buy	997 +1	+0.1%	+$295	0.14%	66
2025 Q3	$270K	Buy	996 +1	+0.1%	+$249	0.13%	70
2025 Q2	$237K	Buy	+995	New	+$199K	0.12%	71
2025 Q1	–	Sell	-993	Closed	-$214K	–	82
2024 Q4	$214K	Buy	993 +1	+0.1%	+$223	0.12%	70
2024 Q3	$229K	Buy	992 +2	+0.2%	+$459	0.13%	68
2024 Q2	$244K	Buy	990 +1	+0.1%	+$229	0.15%	58
2024 Q1	$224K	Buy	+989	New	+$206K	0.14%	64
2023 Q4	–	Sell	-5,367	Closed	-$847K	–	73
2023 Q3	$847K	Buy	5,367 +93	+2%	+$15.5K	0.71%	28
2023 Q2	$892K	Sell	5,274 -684	-11%	-$103K	0.68%	29
2023 Q1	$883K	Sell	5,958 -189	-3%	-$25.8K	0.65%	32
2022 Q4	$713K	Sell	6,147 -1,584	-20%	-$184K	0.55%	37
2022 Q3	$821K	Buy	+7,731	New	+$969K	0.67%	30
2022 Q2	–	Sell	-1,266	Closed	-$200K	–	82
2022 Q1	$200K	Sell	1,266 -11,511	-90%	-$1.84M	0.14%	80
2021 Q4	$2.31M	Buy	+12,777	New	+$2.14M	1.43%	20

Other funds holding SOXX

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Southern Capital Advisors's SOXX Position: Q2 2026 in Review

Southern Capital Advisors increased its iShares Semiconductor ETF (SOXX) stake by 0.2% in Q2 2026, buying an estimated $1.01K and bringing the position to 1,000 shares worth $641K. The position accounts for 0.27% of the portfolio, ranked #43.

Southern Capital Advisors first reported a position in SOXX in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.31M in Q4 2021. 528 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Southern Capital Advisors held 1,000 shares of iShares Semiconductor ETF worth $641K as of Q2 2026.
Southern Capital Advisors bought 2 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.01K.
iShares Semiconductor ETF made up 0.27% of Southern Capital Advisors's portfolio in Q2 2026, its #43 holding.
Southern Capital Advisors first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 16 quarters since.
Southern Capital Advisors's iShares Semiconductor ETF position peaked at $2.31M in Q4 2021.
528 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.