Teamwork Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Teamwork Financial Advisors’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	$252K	Buy	+393	New	+$200K	0.02%	172
2023 Q4	–	Sell	-10,686	Closed	-$1.69M	–	220
2023 Q3	$1.69M	Buy	10,686 +639	+6%	+$106K	0.28%	60
2023 Q2	$1.7M	Buy	10,047 +615	+7%	+$92.2K	0.28%	62
2023 Q1	$1.4M	Sell	9,432 -348	-4%	-$47.4K	0.26%	65
2022 Q4	$1.13M	Buy	9,780 +4,917	+101%	+$571K	0.23%	74
2022 Q3	$517K	Buy	4,863 +411	+9%	+$51.5K	0.11%	110
2022 Q2	$519K	Sell	4,452 -4,626	-51%	-$624K	0.11%	126
2022 Q1	$1.43M	Sell	9,078 -1,221	-12%	-$196K	0.27%	69
2021 Q4	$1.86M	Buy	10,299 +45	+0.4%	+$7.55K	0.34%	54
2021 Q3	$1.52M	Buy	10,254 +516	+5%	+$78.4K	0.3%	62
2021 Q2	$1.47M	Buy	9,738 +1,728	+22%	+$247K	0.3%	61
2021 Q1	$1.13M	Sell	8,010 -3,864	-33%	-$529K	0.27%	80
2020 Q4	$1.5M	Buy	11,874 +663	+6%	+$76.1K	0.36%	51
2020 Q3	$1.14M	Sell	11,211 -270	-2%	-$26.4K	0.35%	60
2020 Q2	$1.04M	Buy	+11,481	New	+$928K	0.37%	68

Other funds holding SOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Teamwork Financial Advisors's SOXX Position: Q2 2026 in Review

Teamwork Financial Advisors opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 393 shares worth $252K. The stake represents 0.02% of the portfolio and ranks #172 among its holdings. This is a return to the name: Teamwork Financial Advisors previously reported a position in SOXX as recently as Q3 2023.

Teamwork Financial Advisors first reported a position in SOXX in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.86M in Q4 2021. 190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Teamwork Financial Advisors held 393 shares of iShares Semiconductor ETF worth $252K as of Q2 2026.
iShares Semiconductor ETF was a new Teamwork Financial Advisors position in Q2 2026.
iShares Semiconductor ETF made up 0.02% of Teamwork Financial Advisors's portfolio in Q2 2026, its #172 holding.
Teamwork Financial Advisors first reported a position in iShares Semiconductor ETF in Q2 2020 and has held it in 15 quarters since.
Teamwork Financial Advisors's iShares Semiconductor ETF position peaked at $1.86M in Q4 2021.
190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.