Toth Financial Advisory’s iShares Semiconductor ETF SOXX Stock Holding History

Toth Financial Advisory’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	$23M	Sell	35,903 -2,651	-7%	-$1.35M	2.25%	5
2026 Q1	$12.7M	Sell	38,554 -1,050	-3%	-$358K	1.39%	17
2025 Q4	$11.9M	Sell	39,604 -600	-1%	-$177K	1.3%	21
2025 Q3	$10.9M	Buy	40,204 +8,501	+27%	+$2.12M	1.18%	27
2025 Q2	$7.57M	Buy	31,703 +2,403	+8%	+$482K	0.88%	37
2025 Q1	$5.51M	Sell	29,300 -14,483	-33%	-$3.09M	0.66%	57
2024 Q4	$9.43M	Sell	43,783 -1,098	-2%	-$245K	1.11%	24
2024 Q3	$10.3M	Buy	44,881 +458	+1%	+$105K	1.22%	23
2024 Q2	$11M	Sell	44,423 -802	-2%	-$184K	1.39%	15
2024 Q1	$10.2M	Sell	45,225 -528	-1%	-$110K	1.28%	21
2023 Q4	$8.79M	Buy	45,753 +1,968	+4%	+$330K	1.19%	26
2023 Q3	$6.91M	Buy	43,785 +2,403	+6%	+$400K	1.05%	34
2023 Q2	$7M	Buy	41,382 +7,863	+23%	+$1.18M	1.01%	33
2023 Q1	$4.97M	Buy	33,519 +2,154	+7%	+$294K	0.77%	49
2022 Q4	$3.64M	Buy	31,365 +357	+1%	+$41.4K	0.59%	62
2022 Q3	$3.29M	Buy	31,008 +1,851	+6%	+$232K	0.6%	63
2022 Q2	$3.4M	Sell	29,157 -32,604	-53%	-$4.4M	0.59%	61
2022 Q1	$9.74M	Buy	61,761 +4,590	+8%	+$735K	1.46%	15
2021 Q4	$10.3M	Sell	57,171 -1,437	-2%	-$241K	1.41%	15
2021 Q3	$8.71M	Sell	58,608 -2,370	-4%	-$360K	1.32%	18
2021 Q2	$9.23M	Sell	60,978 -1,977	-3%	-$283K	1.41%	16
2021 Q1	$8.9M	Sell	62,955 -5,694	-8%	-$779K	1.42%	17
2020 Q4	$8.68M	Sell	68,649 -729	-1%	-$83.7K	1.49%	18
2020 Q3	$7.04M	Buy	69,378 +1,938	+3%	+$189K	1.35%	19
2020 Q2	$6.09M	Buy	67,440 +3,417	+5%	+$276K	1.32%	22
2020 Q1	$4.38M	Sell	64,023 -4,260	-6%	-$337K	1.26%	28
2019 Q4	$5.71M	Sell	68,283 -1,848	-3%	-$142K	1.16%	33
2019 Q3	$4.94M	Buy	70,131 +4,158	+6%	+$287K	1.08%	38
2019 Q2	$4.36M	Buy	65,973 +5,028	+8%	+$329K	0.98%	37
2019 Q1	$3.85M	Sell	60,945 -2,616	-4%	-$154K	0.9%	44
2018 Q4	$3.32M	Sell	63,561 -2,181	-3%	-$120K	0.91%	45
2018 Q3	$4.05M	Sell	65,742 -3,123	-5%	-$193K	0.9%	43
2018 Q2	$4.09M	Sell	68,865 -7,227	-9%	-$439K	0.96%	42
2018 Q1	$4.57M	Sell	76,092 -14,442	-16%	-$880K	1.11%	37
2017 Q4	$5.12M	Sell	90,534 -387	-0.4%	-$22K	1.21%	32
2017 Q3	$4.81M	Buy	90,921 +2,505	+3%	+$125K	1.21%	33
2017 Q2	$4.13M	Sell	88,416 -3,003	-3%	-$142K	1.08%	39
2017 Q1	$4.17M	Buy	91,419 +2,775	+3%	+$121K	1.11%	36
2016 Q4	$3.63M	Sell	88,644 -510	-0.6%	-$19.7K	1.04%	42
2016 Q3	$3.36M	Buy	89,154 +5,805	+7%	+$203K	0.99%	46
2016 Q2	$2.6M	Buy	83,349 +5,544	+7%	+$169K	0.79%	51
2016 Q1	$2.38M	Sell	77,805 -3,072	-4%	-$86.2K	0.78%	53
2015 Q4	$2.42M	Buy	80,877 +5,700	+8%	+$170K	0.8%	52
2015 Q3	$2.04M	Sell	75,177 -6,441	-8%	-$183K	0.75%	51
2015 Q2	$2.5M	Buy	81,618 +2,550	+3%	+$81.6K	0.84%	48
2015 Q1	$2.48M	Buy	79,068 +3,186	+4%	+$99.5K	0.83%	48
2014 Q4	$2.35M	Buy	75,882 +5,193	+7%	+$152K	0.81%	49
2014 Q3	$2.05M	Buy	70,689 +2,325	+3%	+$67K	0.77%	51
2014 Q2	$1.97M	Buy	68,364 +7,371	+12%	+$199K	0.75%	52
2014 Q1	$1.62M	Buy	60,993 +13,824	+29%	+$346K	0.66%	52
2013 Q4	$1.14M	Buy	47,169 +7,920	+20%	+$182K	0.48%	59
2013 Q3	$872K	Buy	39,249 +5,760	+17%	+$125K	0.41%	64
2013 Q2	$709K	Buy	+33,489	New	+$685K	0.35%	66

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

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

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Toth Financial Advisory's SOXX Position: Q2 2026 in Review

Toth Financial Advisory reduced its iShares Semiconductor ETF (SOXX) stake by 6.9% in Q2 2026, selling an estimated $1.35M and leaving 35,903 shares worth $23M. The position accounts for 2.25% of the portfolio, ranked #5.

Toth Financial Advisory first reported a position in SOXX in Q2 2013 and has held it in 53 quarters since. 190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Toth Financial Advisory held 35,903 shares of iShares Semiconductor ETF worth $23M as of Q2 2026.
Toth Financial Advisory sold 2,651 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.35M.
iShares Semiconductor ETF made up 2.25% of Toth Financial Advisory's portfolio in Q2 2026, its #5 holding.
Toth Financial Advisory first reported a position in iShares Semiconductor ETF in Q2 2013 and has held it in 53 quarters since.
190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.