Valmark Advisers’s iShares Semiconductor ETF SOXX Stock Holding History

Valmark Advisers’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	$276K	Buy	+430	New	+$218K	﹤0.01%	636
2025 Q4	–	Sell	-865	Closed	-$235K	–	678
2025 Q3	$235K	Buy	865 +1	+0.1%	+$249	﹤0.01%	615
2025 Q2	$206K	Buy	+864	New	+$173K	﹤0.01%	627

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

Valmark Advisers's SOXX Position: Q2 2026 in Review

Valmark Advisers opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 430 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #636 among its holdings. This is a return to the name: Valmark Advisers previously reported a position in SOXX as recently as Q3 2025.

Valmark Advisers first reported a position in SOXX in Q2 2025 and has held it in 3 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Valmark Advisers held 430 shares of iShares Semiconductor ETF worth $276K as of Q2 2026.
iShares Semiconductor ETF was a new Valmark Advisers position in Q2 2026.
iShares Semiconductor ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #636 holding.
Valmark Advisers first reported a position in iShares Semiconductor ETF in Q2 2025 and has held it in 3 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.