StoneCrest Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

StoneCrest Wealth Management’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	$1.11M	Sell	1,739 -732	-30%	-$372K	0.36%	49
2026 Q1	$812K	Sell	2,471 -58	-2%	-$19.8K	0.34%	47
2025 Q4	$762K	Sell	2,529 -24	-0.9%	-$7.08K	0.31%	52
2025 Q3	$692K	Sell	2,553 -11	-0.4%	-$2.74K	0.3%	52
2025 Q2	$612K	Sell	2,564 -281	-10%	-$56.3K	0.29%	54
2025 Q1	$535K	Sell	2,845 -792	-22%	-$169K	0.34%	47
2024 Q4	$784K	Sell	3,637 -140	-4%	-$31.2K	0.51%	36
2024 Q3	$871K	Sell	3,777 -507	-12%	-$116K	0.63%	34
2024 Q2	$1.06M	Sell	4,284 -225	-5%	-$51.5K	0.81%	28
2024 Q1	$1.02M	Sell	4,509 -45	-1%	-$9.36K	0.88%	29
2023 Q4	$875K	Buy	+4,554	New	+$764K	0.84%	28

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

StoneCrest Wealth Management's SOXX Position: Q2 2026 in Review

StoneCrest Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 30% in Q2 2026, selling an estimated $372K and leaving 1,739 shares worth $1.11M. The position accounts for 0.36% of the portfolio, ranked #49.

StoneCrest Wealth Management first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

StoneCrest Wealth Management held 1,739 shares of iShares Semiconductor ETF worth $1.11M as of Q2 2026.
StoneCrest Wealth Management sold 732 iShares Semiconductor ETF shares in Q2 2026, an estimated $372K.
iShares Semiconductor ETF made up 0.36% of StoneCrest Wealth Management's portfolio in Q2 2026, its #49 holding.
StoneCrest Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.