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Sweeney & Michel’s iShares Semiconductor ETF SOXX Stock Holding History

Sweeney & Michel’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 		$506K Sell
932
-100
-10% -$50.8K 0.13% 94
2026
Q1 		$406K Buy
1,032
+1
+0.1% +$341 0.12% 101
2025
Q4 		$371K Buy
1,031
+1
+0.1% +$295 0.11% 103
2025
Q3 		$280K Buy
1,030
+2
+0.2% +$499 0.09% 110
2025
Q2 		$253K Buy
+1,028
New +$206K 0.09% 113
2024
Q3 		$267K Sell
1,163
-214
-16% -$49.2K 0.11% 104
2024
Q2 		$357K Buy
1,377
+2
+0.1% +$458 0.15% 87
2024
Q1 		$309K Buy
+1,375
New +$286K 0.14% 89
2023
Q3 		$248K Buy
1,560
+21
+1% +$3.5K 0.13% 94
2023
Q2 		$262K Buy
1,539
+93
+6% +$13.9K 0.13% 93
2023
Q1 		$232K Buy
+1,446
New +$197K 0.12% 95

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

Sweeney & Michel's SOXX Position: Q2 2026 in Review

Sweeney & Michel reduced its iShares Semiconductor ETF (SOXX) stake by 9.7% in Q2 2026, selling an estimated $50.8K and leaving 932 shares worth $506K. The position accounts for 0.13% of the portfolio, ranked #94.

Sweeney & Michel first reported a position in SOXX in Q1 2023 and has held it in 11 quarters since. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Sweeney & Michel held 932 shares of iShares Semiconductor ETF worth $506K as of Q2 2026.
  • Sweeney & Michel sold 100 iShares Semiconductor ETF shares in Q2 2026, an estimated $50.8K.
  • iShares Semiconductor ETF made up 0.13% of Sweeney & Michel's portfolio in Q2 2026, its #94 holding.
  • Sweeney & Michel first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 11 quarters since.
  • 1,184 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.