WBH Advisory’s iShares Semiconductor ETF SOXX Stock Holding History

WBH Advisory’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	$1.12M	Hold	1,744	–	–	0.08%	169
2026 Q1	$590K	Hold	1,744	–	–	0.04%	216
2025 Q4	$525K	Hold	1,744	–	–	0.04%	229
2025 Q3	$473K	Hold	1,744	–	–	0.04%	243
2025 Q2	$416K	Hold	1,744	–	–	0.04%	245
2025 Q1	$328K	Buy	1,744 +600	+52%	+$128K	0.03%	260
2024 Q4	$247K	Sell	1,144 -2	-0.2%	-$446	0.02%	291
2024 Q3	$264K	Sell	1,146 -54	-5%	-$12.4K	0.03%	276
2024 Q2	$296K	Hold	1,200	–	–	0.03%	259
2024 Q1	$271K	Hold	1,200	–	–	0.03%	274
2023 Q4	$230K	Sell	1,200 -324	-21%	-$54.4K	0.03%	286
2023 Q3	$241K	Sell	1,524 -27	-2%	-$4.5K	0.03%	271
2023 Q2	$262K	Sell	1,551 -3	-0.2%	-$450	0.03%	267
2023 Q1	$230K	Buy	+1,554	New	+$212K	0.03%	286
2022 Q3	$218K	Sell	2,049 -1,203	-37%	-$151K	0.03%	270
2022 Q2	$380K	Sell	3,252 -1,191	-27%	-$161K	0.05%	223
2022 Q1	$620K	Sell	4,443 -4,377	-50%	-$701K	0.08%	196
2021 Q4	$1.59M	Sell	8,820 -2,109	-19%	-$354K	0.18%	113
2021 Q3	$1.62M	Buy	+10,929	New	+$1.66M	0.22%	98

Other funds holding SOXX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

WBH Advisory's SOXX Position: Q2 2026 in Review

WBH Advisory held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 1,744 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #169.

WBH Advisory first reported a position in SOXX in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.62M in Q3 2021. 868 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

WBH Advisory held 1,744 shares of iShares Semiconductor ETF worth $1.12M as of Q2 2026.
WBH Advisory left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.08% of WBH Advisory's portfolio in Q2 2026, its #169 holding.
WBH Advisory first reported a position in iShares Semiconductor ETF in Q3 2021 and has held it in 19 quarters since.
WBH Advisory's iShares Semiconductor ETF position peaked at $1.62M in Q3 2021.
868 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.