VSM Wealth Advisory’s iShares Semiconductor ETF SOXX Stock Holding History

VSM Wealth Advisory’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	$57.7K	Hold	90	–	–	0.02%	204
2026 Q1	$29.6K	Hold	90	–	–	0.01%	255
2025 Q4	$27.1K	Hold	90	–	–	0.01%	243
2025 Q3	$24.4K	Hold	90	–	–	0.01%	263
2025 Q2	$21.5K	Hold	90	–	–	0.01%	295
2025 Q1	$16.9K	Hold	90	–	–	0.01%	292
2024 Q4	$19.4K	Buy	+90	New	+$20.1K	0.01%	277

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

VSM Wealth Advisory's SOXX Position: Q2 2026 in Review

VSM Wealth Advisory held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 90 shares worth $57.7K. The position accounts for 0.02% of the portfolio, ranked #204.

VSM Wealth Advisory first reported a position in SOXX in Q4 2024 and has held it in 7 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

VSM Wealth Advisory held 90 shares of iShares Semiconductor ETF worth $57.7K as of Q2 2026.
VSM Wealth Advisory left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #204 holding.
VSM Wealth Advisory first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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