Values Added Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Values Added Financial’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	$384K	Buy	+600	New	+$305K	0.14%	96

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 Seoul, South Korea $67.7B AUM 51.91% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Values Added Financial's SOXX Position: Q2 2026 in Review

Values Added Financial opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 600 shares worth $384K. The stake represents 0.14% of the portfolio and ranks #96 among its holdings.

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

Values Added Financial held 600 shares of iShares Semiconductor ETF worth $384K as of Q2 2026.
iShares Semiconductor ETF was a new Values Added Financial position in Q2 2026.
iShares Semiconductor ETF made up 0.14% of Values Added Financial's portfolio in Q2 2026, its #96 holding.
479 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.