TRUE Private Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$43.4M Buy
67,709
+352
+0.5% +$179K 3.74% 3
2026
Q1
$22.1M Buy
67,357
+2,898
+4% +$989K 2.11% 16
2025
Q4
$19.4M Buy
64,459
+48,562
+305% +$14.3M 1.94% 14
2025
Q3
$4.31M Buy
15,897
+4,235
+36% +$1.06M 0.44% 40
2025
Q2
$2.78M Buy
+11,662
New +$2.34M 0.31% 54
2024
Q4
Sell
-5,857
Closed -$1.35M 237
2024
Q3
$1.35M Buy
5,857
+366
+7% +$84.1K 0.16% 80
2024
Q2
$1.35M Buy
+5,491
New +$1.26M 0.15% 84
2023
Q2
Sell
-10,518
Closed -$1.56M 252
2023
Q1
$1.56M Buy
+10,518
New +$1.43M 0.23% 61

Other funds holding SOXX

TRUE Private Wealth Advisors's SOXX Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 0.52% in Q2 2026, buying an estimated $179K and bringing the position to 67,709 shares worth $43.4M. The position accounts for 3.74% of the portfolio, ranked #3.

TRUE Private Wealth Advisors first reported a position in SOXX in Q1 2023 and has held it in 8 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • TRUE Private Wealth Advisors held 67,709 shares of iShares Semiconductor ETF worth $43.4M as of Q2 2026.
  • TRUE Private Wealth Advisors bought 352 iShares Semiconductor ETF shares in Q2 2026, an estimated $179K.
  • iShares Semiconductor ETF made up 3.74% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • TRUE Private Wealth Advisors first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 8 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.