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Strategic Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Strategic Wealth Partners’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 		$1.85M Hold
2,885
– – 0.11% 114
2026
Q1 		$948K Hold
2,885
– – 0.07% 152
2025
Q4 		$869K Sell
2,885
-150
-5% -$44.2K 0.06% 162
2025
Q3 		$823K Sell
3,035
-900
-23% -$224K 0.06% 172
2025
Q2 		$939K Buy
+3,935
New +$789K 0.07% 161
2024
Q4 		$968K Buy
4,345
+261
+6% +$58.2K 0.08% 152
2024
Q3 		$942K Buy
4,084
+2,722
+200% +$625K 0.09% 151
2024
Q2 		$336K Hold
1,362
– – 0.04% 228
2024
Q1 		$308K Buy
+1,362
New +$283K 0.03% 227

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strategic Wealth Partners's SOXX Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 2,885 shares worth $1.85M. The position accounts for 0.11% of the portfolio, ranked #114.

Strategic Wealth Partners first reported a position in SOXX in Q1 2024 and has held it in 9 quarters since. 1,185 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Strategic Wealth Partners held 2,885 shares of iShares Semiconductor ETF worth $1.85M as of Q2 2026.
  • Strategic Wealth Partners left its iShares Semiconductor ETF share count unchanged in Q2 2026.
  • iShares Semiconductor ETF made up 0.11% of Strategic Wealth Partners's portfolio in Q2 2026, its #114 holding.
  • Strategic Wealth Partners first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,185 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.