Strategic Family Wealth Counselors’s iShares Semiconductor ETF SOXX Stock Holding History

Strategic Family Wealth Counselors’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	$381K	Buy	+594	New	+$302K	0.09%	125
2026 Q1	–	Sell	-594	Closed	-$200K	–	218
2025 Q4	$200K	Buy	+594	New	+$175K	0.05%	213
2025 Q1	–	Sell	-940	Closed	-$202K	–	146
2024 Q4	$202K	Buy	940 +1	+0.1%	+$223	0.07%	131
2024 Q3	$217K	Buy	+939	New	+$216K	0.08%	126

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

Strategic Family Wealth Counselors's SOXX Position: Q2 2026 in Review

Strategic Family Wealth Counselors opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 594 shares worth $381K. The stake represents 0.09% of the portfolio and ranks #125 among its holdings. This is a return to the name: Strategic Family Wealth Counselors previously reported a position in SOXX as recently as Q4 2025.

Strategic Family Wealth Counselors first reported a position in SOXX in Q3 2024 and has held it in 4 quarters since. 1,177 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Strategic Family Wealth Counselors held 594 shares of iShares Semiconductor ETF worth $381K as of Q2 2026.
iShares Semiconductor ETF was a new Strategic Family Wealth Counselors position in Q2 2026.
iShares Semiconductor ETF made up 0.09% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #125 holding.
Strategic Family Wealth Counselors first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 4 quarters since.
1,177 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.