Waverly Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Waverly Advisors’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	$1.28M	Sell	1,998 -1,603	-45%	-$814K	0.01%	813
2026 Q1	$1.18M	Buy	3,601 +36	+1%	+$12.3K	0.01%	782
2025 Q4	$1.07M	Buy	3,565 +134	+4%	+$39.5K	0.01%	739
2025 Q3	$930K	Buy	3,431 +137	+4%	+$34.2K	0.01%	663
2025 Q2	$786K	Sell	3,294 -179	-5%	-$35.9K	0.01%	677
2025 Q1	$653K	Buy	3,473 +1,787	+106%	+$382K	0.01%	707
2024 Q4	$363K	Buy	1,686 +208	+14%	+$46.4K	0.01%	766
2024 Q3	$341K	Sell	1,478 -1,350	-48%	-$310K	0.01%	656
2024 Q2	$698K	Buy	2,828 +637	+29%	+$146K	0.01%	502
2024 Q1	$495K	Sell	2,191 -212	-9%	-$44.1K	0.01%	482
2023 Q4	$461K	Buy	+2,403	New	+$403K	0.02%	310

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

Waverly Advisors's SOXX Position: Q2 2026 in Review

Waverly Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 45% in Q2 2026, selling an estimated $814K and leaving 1,998 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #813.

Waverly Advisors first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Waverly Advisors held 1,998 shares of iShares Semiconductor ETF worth $1.28M as of Q2 2026.
Waverly Advisors sold 1,603 iShares Semiconductor ETF shares in Q2 2026, an estimated $814K.
iShares Semiconductor ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #813 holding.
Waverly Advisors first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.