UWM
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Urban Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Urban Wealth 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 		$1.16M Sell
1,815
-10
-0.5% -$5.08K 1.01% 23
2026
Q1 		$600K Sell
1,825
-69
-4% -$23.6K 0.61% 32
2025
Q4 		$570K Buy
+1,894
New +$558K 0.53% 43

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 $44.6B AUM 28.94% 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

Urban Wealth Management's SOXX Position: Q2 2026 in Review

Urban Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 0.55% in Q2 2026, selling an estimated $5.08K and leaving 1,815 shares worth $1.16M. The position accounts for 1.01% of the portfolio, ranked #23.

Urban Wealth Management first reported a position in SOXX in Q4 2025 and has held it in 3 quarters since. 528 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Urban Wealth Management held 1,815 shares of iShares Semiconductor ETF worth $1.16M as of Q2 2026.
  • Urban Wealth Management sold 10 iShares Semiconductor ETF shares in Q2 2026, an estimated $5.08K.
  • iShares Semiconductor ETF made up 1.01% of Urban Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Urban Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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