Washburn Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

Washburn Capital 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	$4.73M	Buy	7,375 +1,825	+33%	+$927K	2.33%	6
2026 Q1	$1.82M	Hold	5,550	–	–	1.06%	17
2025 Q4	$1.67M	Sell	5,550 -140	-2%	-$41.3K	0.92%	18
2025 Q3	$1.54M	Hold	5,690	–	–	0.86%	21
2025 Q2	$1.36M	Sell	5,690 -560	-9%	-$112K	0.8%	22
2025 Q1	$1.18M	Sell	6,250 -50	-0.8%	-$10.7K	0.77%	18
2024 Q4	$1.36M	Sell	6,300 -100	-2%	-$22.3K	0.84%	17
2024 Q3	$1.48M	Buy	6,400 +495	+8%	+$114K	1.06%	17
2024 Q2	$1.46M	Buy	5,905 +40	+0.7%	+$9.15K	1.04%	17
2024 Q1	$1.33M	Sell	5,865 -540	-8%	-$112K	0.98%	16
2023 Q4	$1.23M	Sell	6,405 -90	-1%	-$15.1K	0.92%	19
2023 Q3	$1.03M	Buy	6,495 +270	+4%	+$45K	0.87%	21
2023 Q2	$1.05M	Buy	6,225 +1,020	+20%	+$153K	0.88%	19
2023 Q1	$772K	Buy	5,205 +75	+1%	+$10.2K	0.67%	24
2022 Q4	$595K	Sell	5,130 -630	-11%	-$73.1K	0.54%	30
2022 Q3	$612K	Sell	5,760 -165	-3%	-$20.7K	0.59%	28
2022 Q2	$690K	Sell	5,925 -165	-3%	-$22.3K	0.59%	27
2022 Q1	$961K	Sell	6,090 -540	-8%	-$86.5K	0.63%	28
2021 Q4	$1.2M	Buy	6,630 +135	+2%	+$22.6K	0.71%	23
2021 Q3	$965K	Buy	6,495 +150	+2%	+$22.8K	0.63%	27
2021 Q2	$961K	Buy	6,345 +150	+2%	+$21.5K	0.64%	25
2021 Q1	$876K	Buy	6,195 +495	+9%	+$67.7K	0.59%	30
2020 Q4	$720K	Buy	5,700 +15	+0.3%	+$1.72K	0.5%	35
2020 Q3	$577K	Buy	5,685 +615	+12%	+$60.1K	0.46%	34
2020 Q2	$458K	Buy	5,070 +300	+6%	+$24.3K	0.42%	36
2020 Q1	$326K	Buy	4,770 +1,185	+33%	+$93.8K	0.45%	30
2019 Q4	$300K	Buy	+3,585	New	+$276K	0.27%	33

Other funds holding SOXX

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

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

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

Washburn Capital Management's SOXX Position: Q2 2026 in Review

Washburn Capital Management increased its iShares Semiconductor ETF (SOXX) stake by 33% in Q2 2026, buying an estimated $927K and bringing the position to 7,375 shares worth $4.73M. The position accounts for 2.33% of the portfolio, ranked #6.

Washburn Capital Management first reported a position in SOXX in Q4 2019 and has held it in 27 quarters since. 404 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Washburn Capital Management held 7,375 shares of iShares Semiconductor ETF worth $4.73M as of Q2 2026.
Washburn Capital Management bought 1,825 iShares Semiconductor ETF shares in Q2 2026, an estimated $927K.
iShares Semiconductor ETF made up 2.33% of Washburn Capital Management's portfolio in Q2 2026, its #6 holding.
Washburn Capital Management first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 27 quarters since.
404 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.