Strategic Financial Concepts’s iShares Semiconductor ETF SOXX Stock Holding History

Strategic Financial Concepts’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	$575K	Sell	898 -877	-49%	-$445K	0.17%	121
2026 Q1	$583K	Buy	1,775 +875	+97%	+$299K	0.14%	146
2025 Q4	$271K	Buy	900 +25	+3%	+$7.37K	0.25%	91
2025 Q3	$237K	Sell	875 -165	-16%	-$41.2K	0.03%	234
2025 Q2	$248K	Sell	1,040 -935	-47%	-$187K	0.03%	228
2025 Q1	$372K	Sell	1,975 -85	-4%	-$18.1K	0.07%	210
2024 Q4	$444K	Buy	2,060 +912	+79%	+$203K	0.09%	193
2024 Q3	$265K	Buy	1,148 +448	+64%	+$103K	0.08%	195
2024 Q2	$173K	Sell	700 -1,079	-61%	-$247K	0.1%	137
2024 Q1	$402K	Buy	+1,779	New	+$370K	0.1%	187
2023 Q4	–	Sell	-1,578	Closed	-$249K	–	249
2023 Q3	$249K	Buy	1,578 +18	+1%	+$3K	0.08%	214
2023 Q2	$264K	Buy	1,560 +45	+3%	+$6.75K	0.1%	187
2023 Q1	$225K	Buy	+1,515	New	+$206K	0.09%	198

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 Financial Concepts's SOXX Position: Q2 2026 in Review

Strategic Financial Concepts reduced its iShares Semiconductor ETF (SOXX) stake by 49% in Q2 2026, selling an estimated $445K and leaving 898 shares worth $575K. The position accounts for 0.17% of the portfolio, ranked #121.

Strategic Financial Concepts first reported a position in SOXX in Q1 2023 and has held it in 13 quarters since. The position peaked at $583K in Q1 2026. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Strategic Financial Concepts held 898 shares of iShares Semiconductor ETF worth $575K as of Q2 2026.
Strategic Financial Concepts sold 877 iShares Semiconductor ETF shares in Q2 2026, an estimated $445K.
iShares Semiconductor ETF made up 0.17% of Strategic Financial Concepts's portfolio in Q2 2026, its #121 holding.
Strategic Financial Concepts first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Financial Concepts's iShares Semiconductor ETF position peaked at $583K in Q1 2026.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.