TruNorth Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

TruNorth Capital Management’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	$669K	Hold	1,044	–	–	0.11%	59
2026 Q1	$343K	Hold	1,044	–	–	0.07%	73
2025 Q4	$314K	Sell	1,044 -497	-32%	-$147K	0.06%	81
2025 Q3	$418K	Hold	1,541	–	–	0.08%	67
2025 Q2	$368K	Hold	1,541	–	–	0.08%	67
2025 Q1	$290K	Buy	1,541 +870	+130%	+$186K	0.07%	77
2024 Q4	$145K	Hold	671	–	–	0.04%	86
2024 Q3	$155K	Buy	671 +205	+44%	+$47.1K	0.05%	74
2024 Q2	$115K	Buy	466 +197	+73%	+$45.1K	0.04%	82
2024 Q1	$60.8K	Buy	+269	New	+$55.9K	0.02%	96

Other funds holding SOXX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TruNorth Capital Management's SOXX Position: Q2 2026 in Review

TruNorth Capital Management held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 1,044 shares worth $669K. The position accounts for 0.11% of the portfolio, ranked #59.

TruNorth Capital Management first reported a position in SOXX in Q1 2024 and has held it in 10 quarters since. 743 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

TruNorth Capital Management held 1,044 shares of iShares Semiconductor ETF worth $669K as of Q2 2026.
TruNorth Capital Management left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.11% of TruNorth Capital Management's portfolio in Q2 2026, its #59 holding.
TruNorth Capital Management first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
743 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.