United Asset Strategies’s iShares Semiconductor ETF SOXX Stock Holding History

United Asset Strategies’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	$31.4M	Sell	48,982 -9,942	-17%	-$5.05M	2.22%	7
2026 Q1	$19.4M	Buy	58,924 +113	+0.2%	+$38.6K	1.54%	16
2025 Q4	$17.7M	Sell	58,811 -359	-0.6%	-$106K	1.37%	21
2025 Q3	$16M	Buy	59,170 +8,426	+17%	+$2.1M	1.29%	20
2025 Q2	$12.1M	Buy	+50,744	New	+$10.2M	1.03%	31

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

United Asset Strategies's SOXX Position: Q2 2026 in Review

United Asset Strategies reduced its iShares Semiconductor ETF (SOXX) stake by 17% in Q2 2026, selling an estimated $5.05M and leaving 48,982 shares worth $31.4M. The position accounts for 2.22% of the portfolio, ranked #7.

United Asset Strategies first reported a position in SOXX in Q2 2025 and has held it in 5 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

United Asset Strategies held 48,982 shares of iShares Semiconductor ETF worth $31.4M as of Q2 2026.
United Asset Strategies sold 9,942 iShares Semiconductor ETF shares in Q2 2026, an estimated $5.05M.
iShares Semiconductor ETF made up 2.22% of United Asset Strategies's portfolio in Q2 2026, its #7 holding.
United Asset Strategies first reported a position in iShares Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.