Syntegra Private Wealth Group’s iShares Semiconductor ETF SOXX Stock Holding History

Syntegra Private Wealth Group’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	$1.24M	Buy	1,930 +476	+33%	+$242K	0.1%	62
2026 Q1	$478K	Hold	1,454	–	–	0.05%	112
2025 Q4	$438K	Hold	1,454	–	–	0.04%	122
2025 Q3	$394K	Hold	1,454	–	–	0.04%	129
2025 Q2	$347K	Hold	1,454	–	–	0.04%	136
2025 Q1	$274K	Buy	1,454 +28	+2%	+$5.98K	0.03%	138
2024 Q4	$307K	Buy	1,426 +58	+4%	+$12.9K	0.03%	120
2024 Q3	$315K	Buy	1,368 +255	+23%	+$58.6K	0.04%	120
2024 Q2	$274K	Hold	1,113	–	–	0.03%	121
2024 Q1	$251K	Hold	1,113	–	–	0.03%	124
2023 Q4	$214K	Buy	+1,113	New	+$187K	0.03%	125

Other funds holding SOXX

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Syntegra Private Wealth Group's SOXX Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its iShares Semiconductor ETF (SOXX) stake by 33% in Q2 2026, buying an estimated $242K and bringing the position to 1,930 shares worth $1.24M. The position accounts for 0.1% of the portfolio, ranked #62.

Syntegra Private Wealth Group first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 528 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Syntegra Private Wealth Group held 1,930 shares of iShares Semiconductor ETF worth $1.24M as of Q2 2026.
Syntegra Private Wealth Group bought 476 iShares Semiconductor ETF shares in Q2 2026, an estimated $242K.
iShares Semiconductor ETF made up 0.1% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #62 holding.
Syntegra Private Wealth Group first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
528 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.