Valley Wealth Managers’s iShares Semiconductor ETF SOXX Stock Holding History

Valley Wealth Managers’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	$14.1M	Buy	22,055 +10,597	+92%	+$5.38M	0.82%	44
2026 Q1	$3.77M	Buy	11,458 +1,281	+13%	+$437K	0.24%	96
2025 Q4	$3.06M	Sell	10,177 -1,456	-13%	-$429K	0.2%	106
2025 Q3	$3.15M	Buy	11,633 +2,524	+28%	+$630K	0.21%	101
2025 Q2	$2.17M	Buy	9,109 +509	+6%	+$102K	0.16%	109
2025 Q1	$1.62M	Sell	8,600 -1,132	-12%	-$242K	0.12%	118
2024 Q4	$2.1M	Buy	9,732 +224	+2%	+$50K	0.16%	108
2024 Q3	$2.19M	Sell	9,508 -81	-0.8%	-$18.6K	0.16%	106
2024 Q2	$2.37M	Sell	9,589 -37,180	-79%	-$8.51M	0.19%	106
2024 Q1	$10.6M	Sell	46,769 -5,527	-11%	-$1.15M	0.8%	46
2023 Q4	$10M	Sell	52,296 -1,101	-2%	-$185K	0.78%	48
2023 Q3	$8.43M	Buy	+53,397	New	+$8.89M	0.7%	48

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

Valley Wealth Managers's SOXX Position: Q2 2026 in Review

Valley Wealth Managers increased its iShares Semiconductor ETF (SOXX) stake by 92% in Q2 2026, buying an estimated $5.38M and bringing the position to 22,055 shares worth $14.1M. The position accounts for 0.82% of the portfolio, ranked #44.

Valley Wealth Managers first reported a position in SOXX in Q3 2023 and has held it in 12 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Valley Wealth Managers held 22,055 shares of iShares Semiconductor ETF worth $14.1M as of Q2 2026.
Valley Wealth Managers bought 10,597 iShares Semiconductor ETF shares in Q2 2026, an estimated $5.38M.
iShares Semiconductor ETF made up 0.82% of Valley Wealth Managers's portfolio in Q2 2026, its #44 holding.
Valley Wealth Managers first reported a position in iShares Semiconductor ETF in Q3 2023 and has held it in 12 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.