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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 		– Hold
0
– – – 270

Other funds holding SOXX

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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
FB
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.