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TS Financial Group (TSFG)’s iShares Semiconductor ETF SOXX Stock Holding History

TS Financial Group (TSFG)’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 		$383K Sell
598
-27
-4% -$13.7K 0.05% 141
2026
Q1 		$205K Sell
625
-164
-21% -$56K 0.03% 180
2025
Q4 		$238K Sell
789
-503
-39% -$148K 0.04% 158
2025
Q3 		$350K Sell
1,292
-749
-37% -$187K 0.06% 141
2025
Q2 		$487K Sell
2,041
-8,015
-80% -$1.61M 0.09% 108
2025
Q1 		$1.89M Buy
10,056
+558
+6% +$119K 0.39% 46
2024
Q4 		$2.05M Buy
9,498
+927
+11% +$207K 0.42% 48
2024
Q3 		$1.98M Buy
8,571
+1,780
+26% +$409K 0.43% 45
2024
Q2 		$1.68M Buy
6,791
+6,599
+3,437% +$1.51M 0.39% 46
2024
Q1 		$43K Sell
192
-6
-3% -$1.25K 0.01% 290
2023
Q4 		$38K Sell
198
-15
-7% -$2.52K 0.01% 322
2023
Q3 		$34K Buy
213
+6
+3% +$999 0.01% 343
2023
Q2 		$35K Hold
207
– – 0.01% 338
2023
Q1 		$31K Sell
207
-30
-13% -$4.09K 0.01% 346
2022
Q4 		$28K Buy
237
+90
+61% +$10.4K 0.01% 365
2022
Q3 		$16K Hold
147
– – 0.01% 429
2022
Q2 		$17K Hold
147
– – 0.01% 435
2022
Q1 		$23K Hold
147
– – 0.01% 401
2021
Q4 		$27K Hold
147
– – 0.01% 382
2021
Q3 		$22K Hold
147
– – 0.01% 420
2021
Q2 		$22K Buy
147
+51
+53% +$7.3K 0.01% 419
2021
Q1 		$14K Hold
96
– – 0.01% 434
2020
Q4 		$12K Hold
96
– – 0.01% 466
2020
Q3 		$10K Hold
96
– – 0.01% 442
2020
Q2 		$9K Hold
96
– – 0.01% 456
2020
Q1 		$7K Hold
96
– – 0.01% 435
2019
Q4 		$8K Hold
96
– – 0.01% 462
2019
Q3 		$7K Hold
96
– – 0.01% 466
2019
Q2 		$6K Hold
96
– – ﹤0.01% 480
2019
Q1 		$6K Buy
+96
New +$5.67K 0.01% 463

Other funds holding SOXX

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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TS Financial Group (TSFG)'s SOXX Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its iShares Semiconductor ETF (SOXX) stake by 4.3% in Q2 2026, selling an estimated $13.7K and leaving 598 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #141.

TS Financial Group (TSFG) first reported a position in SOXX in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.05M in Q4 2024. 460 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • TS Financial Group (TSFG) held 598 shares of iShares Semiconductor ETF worth $383K as of Q2 2026.
  • TS Financial Group (TSFG) sold 27 iShares Semiconductor ETF shares in Q2 2026, an estimated $13.7K.
  • iShares Semiconductor ETF made up 0.05% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #141 holding.
  • TS Financial Group (TSFG) first reported a position in iShares Semiconductor ETF in Q1 2019 and has held it in 30 quarters since.
  • TS Financial Group (TSFG)'s iShares Semiconductor ETF position peaked at $2.05M in Q4 2024.
  • 460 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.