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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 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. 190 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.
190 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.