SteelPeak Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

SteelPeak Wealth’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	$13.7M	Buy	21,364 +1,944	+10%	+$987K	0.35%	60
2026 Q1	$6.38M	Buy	19,420 +6,093	+46%	+$2.08M	0.19%	101
2025 Q4	$4.01M	Buy	13,327 +11,533	+643%	+$3.4M	0.13%	119
2025 Q3	$486K	Buy	+1,794	New	+$447K	0.02%	395
2023 Q3	–	Sell	-3,126	Closed	-$529K	–	505
2023 Q2	$529K	Buy	+3,126	New	+$469K	0.03%	240

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

SteelPeak Wealth's SOXX Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares Semiconductor ETF (SOXX) stake by 10% in Q2 2026, buying an estimated $987K and bringing the position to 21,364 shares worth $13.7M. The position accounts for 0.35% of the portfolio, ranked #60.

SteelPeak Wealth first reported a position in SOXX in Q2 2023 and has held it in 5 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

SteelPeak Wealth held 21,364 shares of iShares Semiconductor ETF worth $13.7M as of Q2 2026.
SteelPeak Wealth bought 1,944 iShares Semiconductor ETF shares in Q2 2026, an estimated $987K.
iShares Semiconductor ETF made up 0.35% of SteelPeak Wealth's portfolio in Q2 2026, its #60 holding.
SteelPeak Wealth first reported a position in iShares Semiconductor ETF in Q2 2023 and has held it in 5 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.