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

Swisher 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	$223K	Sell	348 -382	-52%	-$194K	0.14%	65
2026 Q1	$240K	Sell	730 -6	-0.8%	-$2.05K	0.13%	90
2025 Q4	$222K	Buy	+736	New	+$217K	0.13%	90
2024 Q4	–	Sell	-1,789	Closed	-$428K	–	81
2024 Q3	$428K	Buy	1,789 +895	+100%	+$206K	0.27%	59
2024 Q2	$224K	Sell	894 -11	-1%	-$2.52K	0.23%	70
2024 Q1	$200K	Buy	+905	New	+$188K	0.17%	83

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

Swisher Financial Concepts's SOXX Position: Q2 2026 in Review

Swisher Financial Concepts reduced its iShares Semiconductor ETF (SOXX) stake by 52% in Q2 2026, selling an estimated $194K and leaving 348 shares worth $223K. The position accounts for 0.14% of the portfolio, ranked #65.

Swisher Financial Concepts first reported a position in SOXX in Q1 2024 and has held it in 6 quarters since. The position peaked at $428K in Q3 2024. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Swisher Financial Concepts held 348 shares of iShares Semiconductor ETF worth $223K as of Q2 2026.
Swisher Financial Concepts sold 382 iShares Semiconductor ETF shares in Q2 2026, an estimated $194K.
iShares Semiconductor ETF made up 0.14% of Swisher Financial Concepts's portfolio in Q2 2026, its #65 holding.
Swisher Financial Concepts first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 6 quarters since.
Swisher Financial Concepts's iShares Semiconductor ETF position peaked at $428K in Q3 2024.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.