Wagner Wealth Management (South Carolina)’s iShares Semiconductor ETF SOXX Stock Holding History

Wagner Wealth Management (South Carolina)’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	$6.41K	Buy	+10	New	+$5.08K	﹤0.01%	239
2024 Q1	–	Sell	-42	Closed	-$8.06K	–	274
2023 Q4	$8.06K	Hold	42	–	–	﹤0.01%	203
2023 Q3	$6.63K	Hold	42	–	–	﹤0.01%	179
2023 Q2	$7.1K	Hold	42	–	–	﹤0.01%	186
2023 Q1	$6.22K	Hold	42	–	–	﹤0.01%	183
2022 Q4	$4.87K	Hold	42	–	–	﹤0.01%	198
2022 Q3	$4K	Sell	42 -12	-22%	-$1.5K	﹤0.01%	559
2022 Q2	$6K	Sell	54 -30	-36%	-$4.05K	﹤0.01%	512
2022 Q1	$14K	Buy	84 +42	+100%	+$6.73K	0.01%	179
2021 Q4	$8K	Buy	+42	New	+$7.04K	0.01%	523
2018 Q3	$34K	Hold	558	–	–	0.02%	284
2018 Q2	$33K	Buy	+558	New	+$33.9K	0.02%	266

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

Wagner Wealth Management (South Carolina)'s SOXX Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 10 shares worth $6.41K. The stake represents ﹤0.01% of the portfolio and ranks #239 among its holdings. This is a return to the name: Wagner Wealth Management (South Carolina) previously reported a position in SOXX as recently as Q4 2023.

Wagner Wealth Management (South Carolina) first reported a position in SOXX in Q2 2018 and has held it in 12 quarters since. The position peaked at $34K in Q3 2018. 437 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Wagner Wealth Management (South Carolina) held 10 shares of iShares Semiconductor ETF worth $6.41K as of Q2 2026.
iShares Semiconductor ETF was a new Wagner Wealth Management (South Carolina) position in Q2 2026.
iShares Semiconductor ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #239 holding.
Wagner Wealth Management (South Carolina) first reported a position in iShares Semiconductor ETF in Q2 2018 and has held it in 12 quarters since.
Wagner Wealth Management (South Carolina)'s iShares Semiconductor ETF position peaked at $34K in Q3 2018.
437 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.