Evelyn Partners Group Ltd’s iShares Semiconductor ETF SOXX Stock Holding History

Evelyn Partners Group Ltd’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	$212K	Buy	+1,301	New	+$661K	﹤0.01%	264

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

Evelyn Partners Group Ltd's SOXX Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 1,301 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #264 among its holdings.

743 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Evelyn Partners Group Ltd held 1,301 shares of iShares Semiconductor ETF worth $212K as of Q2 2026.
iShares Semiconductor ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
iShares Semiconductor ETF made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #264 holding.
743 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.