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Wall Street Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Wall Street Financial Group’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 		$9.08M Sell
14,168
-2,585
-15% -$1.31M 4.85% 4
2026
Q1 		$5.51M Sell
16,753
-1,120
-6% -$382K 3.26% 6
2025
Q4 		$5.38M Sell
17,873
-572
-3% -$169K 3.92% 8
2025
Q3 		$5M Sell
18,445
-53
-0.3% -$13.2K 3.67% 8
2025
Q2 		$4.42M Sell
18,498
-7,882
-30% -$1.58M 3.98% 7
2025
Q1 		$4.96M Sell
26,380
-1,562
-6% -$334K 5.14% 8
2024
Q4 		$6.02M Buy
27,942
+3,864
+16% +$862K 5.88% 7
2024
Q3 		$5.55M Buy
24,078
+7,512
+45% +$1.73M 5.85% 7
2024
Q2 		$4.09M Buy
+16,566
New +$3.79M 6.94% 6

Other funds holding SOXX

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Wall Street Financial Group's SOXX Position: Q2 2026 in Review

Wall Street Financial Group reduced its iShares Semiconductor ETF (SOXX) stake by 15% in Q2 2026, selling an estimated $1.31M and leaving 14,168 shares worth $9.08M. The position accounts for 4.85% of the portfolio, ranked #4.

Wall Street Financial Group first reported a position in SOXX in Q2 2024 and has held it in 9 quarters since. 204 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Wall Street Financial Group held 14,168 shares of iShares Semiconductor ETF worth $9.08M as of Q2 2026.
  • Wall Street Financial Group sold 2,585 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.31M.
  • iShares Semiconductor ETF made up 4.85% of Wall Street Financial Group's portfolio in Q2 2026, its #4 holding.
  • Wall Street Financial Group first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.