Vision Retirement’s iShares Semiconductor ETF SOXX Stock Holding History

Vision Retirement’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	$7.03M	Buy	10,964 +217	+2%	+$110K	1.7%	13
2026 Q1	$3.53M	Buy	10,747 +663	+7%	+$226K	1%	23
2025 Q4	$3.04M	Buy	+10,084	New	+$2.97M	0.81%	23

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

Vision Retirement's SOXX Position: Q2 2026 in Review

Vision Retirement increased its iShares Semiconductor ETF (SOXX) stake by 2% in Q2 2026, buying an estimated $110K and bringing the position to 10,964 shares worth $7.03M. The position accounts for 1.7% of the portfolio, ranked #13.

Vision Retirement first reported a position in SOXX in Q4 2025 and has held it in 3 quarters since. 1,130 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Vision Retirement held 10,964 shares of iShares Semiconductor ETF worth $7.03M as of Q2 2026.
Vision Retirement bought 217 iShares Semiconductor ETF shares in Q2 2026, an estimated $110K.
iShares Semiconductor ETF made up 1.7% of Vision Retirement's portfolio in Q2 2026, its #13 holding.
Vision Retirement first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
1,130 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.