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Walser Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Walser Wealth Management’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 		$388K Buy
+606
New +$308K 0.16% 135
2026
Q1 		– Sell
-1,196
Closed -$360K – 204
2025
Q4 		$360K Buy
+1,196
New +$353K 0.19% 85

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Walser Wealth Management's SOXX Position: Q2 2026 in Review

Walser Wealth Management opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 606 shares worth $388K. The stake represents 0.16% of the portfolio and ranks #135 among its holdings. This is a return to the name: Walser Wealth Management previously reported a position in SOXX as recently as Q4 2025.

Walser Wealth Management first reported a position in SOXX in Q4 2025 and has held it in 2 quarters since. 1,177 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Walser Wealth Management held 606 shares of iShares Semiconductor ETF worth $388K as of Q2 2026.
  • iShares Semiconductor ETF was a new Walser Wealth Management position in Q2 2026.
  • iShares Semiconductor ETF made up 0.16% of Walser Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Walser Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,177 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.