RAFFA WEALTH MANAGEMENT, LLC’s iShares Semiconductor ETF SOXX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$81.9K	Sell	128 -125	-49%	-$63.5K	0.01%	140
2026 Q1	$83.1K	Hold	253	–	–	0.01%	124
2025 Q4	$76.1K	Buy	253 +1	+0.4%	+$295	0.01%	135
2025 Q3	$68.4K	Hold	252	–	–	0.01%	139
2025 Q2	$60.1K	Buy	252 +1	+0.4%	+$200	0.01%	167
2025 Q1	$47.3K	Hold	251	–	–	0.01%	150
2024 Q4	$54.1K	Buy	251 +23	+10%	+$5.13K	0.01%	142
2024 Q3	$52.5K	Buy	+228	New	+$52.4K	0.01%	141

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SOXX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its iShares Semiconductor ETF (SOXX) stake by 49% in Q2 2026, selling an estimated $63.5K and leaving 128 shares worth $81.9K. The position accounts for 0.01% of the portfolio, ranked #140.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SOXX in Q3 2024 and has held it in 8 quarters since. The position peaked at $83.1K in Q1 2026. 428 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 128 shares of iShares Semiconductor ETF worth $81.9K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 125 iShares Semiconductor ETF shares in Q2 2026, an estimated $63.5K.
iShares Semiconductor ETF made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #140 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 8 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's iShares Semiconductor ETF position peaked at $83.1K in Q1 2026.
428 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.