Waldron Private Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Waldron Private Wealth’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	$549K	Sell	857 -157	-15%	-$79.7K	0.02%	213
2026 Q1	$333K	Buy	1,014 +30	+3%	+$10.2K	0.01%	258
2025 Q4	$296K	Sell	984 -99	-9%	-$29.2K	0.01%	275
2025 Q3	$294K	Hold	1,083	–	–	0.01%	263
2025 Q2	$258K	Buy	+1,083	New	+$217K	0.01%	269
2025 Q1	–	Sell	-1,052	Closed	-$227K	–	413
2024 Q4	$227K	Buy	1,052 +1	+0.1%	+$223	0.01%	383
2024 Q3	$242K	Buy	1,051 +1	+0.1%	+$230	0.01%	363
2024 Q2	$259K	Sell	1,050 -20	-2%	-$4.58K	0.01%	345
2024 Q1	$242K	Sell	1,070 -34	-3%	-$7.07K	0.01%	356
2023 Q4	$212K	Buy	+1,104	New	+$185K	0.01%	381

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

Waldron Private Wealth's SOXX Position: Q2 2026 in Review

Waldron Private Wealth reduced its iShares Semiconductor ETF (SOXX) stake by 15% in Q2 2026, selling an estimated $79.7K and leaving 857 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #213.

Waldron Private Wealth first reported a position in SOXX in Q4 2023 and has held it in 10 quarters since. 1,177 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Waldron Private Wealth held 857 shares of iShares Semiconductor ETF worth $549K as of Q2 2026.
Waldron Private Wealth sold 157 iShares Semiconductor ETF shares in Q2 2026, an estimated $79.7K.
iShares Semiconductor ETF made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #213 holding.
Waldron Private Wealth first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 10 quarters since.
1,177 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.