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Sowell Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History

Sowell Financial Services’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 		$9.91M Buy
15,471
+196
+1% +$99.5K 0.32% 57
2026
Q1 		$5.02M Sell
15,275
-736
-5% -$251K 0.19% 115
2025
Q4 		$4.82M Buy
16,011
+259
+2% +$76.4K 0.18% 122
2025
Q3 		$4.27M Sell
15,752
-667
-4% -$166K 0.16% 125
2025
Q2 		$3.92M Buy
16,419
+5,664
+53% +$1.14M 0.16% 133
2025
Q1 		$2.02M Buy
+10,755
New +$2.3M 0.09% 236
2024
Q4 		– Sell
-14,785
Closed -$3.41M – 591
2024
Q3 		$3.41M Sell
14,785
-1,037
-7% -$238K 0.16% 142
2024
Q2 		$3.9M Buy
15,822
+4,434
+39% +$1.01M 0.19% 130
2024
Q1 		$2.57M Buy
+11,388
New +$2.37M 0.12% 179
2023
Q2 		– Sell
-13,332
Closed -$1.98M – 789
2023
Q1 		$1.98M Buy
+13,332
New +$1.82M 0.15% 152
2021
Q2 		– Sell
-17,109
Closed -$2.38M – 2395
2021
Q1 		$2.38M Sell
17,109
-684
-4% -$93.6K 0.08% 217
2020
Q4 		$2.25M Buy
17,793
+504
+3% +$57.9K 0.1% 189
2020
Q3 		$1.75M Buy
17,289
+7,824
+83% +$765K 0.09% 199
2020
Q2 		$855K Buy
9,465
+8,979
+1,848% +$726K 0.05% 315
2020
Q1 		$33K Sell
486
-1,029
-68% -$81.5K ﹤0.01% 1204
2019
Q4 		$127K Buy
1,515
+1,089
+256% +$83.7K 0.01% 837
2019
Q3 		$30K Buy
+426
New +$29.4K ﹤0.01% 1146

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

Sowell Financial Services's SOXX Position: Q2 2026 in Review

Sowell Financial Services increased its iShares Semiconductor ETF (SOXX) stake by 1.3% in Q2 2026, buying an estimated $99.5K and bringing the position to 15,471 shares worth $9.91M. The position accounts for 0.32% of the portfolio, ranked #57.

Sowell Financial Services first reported a position in SOXX in Q3 2019 and has held it in 17 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Sowell Financial Services held 15,471 shares of iShares Semiconductor ETF worth $9.91M as of Q2 2026.
  • Sowell Financial Services bought 196 iShares Semiconductor ETF shares in Q2 2026, an estimated $99.5K.
  • iShares Semiconductor ETF made up 0.32% of Sowell Financial Services's portfolio in Q2 2026, its #57 holding.
  • Sowell Financial Services first reported a position in iShares Semiconductor ETF in Q3 2019 and has held it in 17 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.