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Wealth Enhancement Trust Services’s iShares Semiconductor ETF SOXX Stock Holding History

Wealth Enhancement Trust Services’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 		$156K Sell
244
-131
-35% -$66.5K 0.02% 313
2026
Q1 		$123K Sell
375
-649
-63% -$222K 0.01% 323
2025
Q4 		$308K Buy
+1,024
New +$302K 0.04% 231

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UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Commonwealth Equity Services
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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Wealth Enhancement Trust Services's SOXX Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its iShares Semiconductor ETF (SOXX) stake by 35% in Q2 2026, selling an estimated $66.5K and leaving 244 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #313.

Wealth Enhancement Trust Services first reported a position in SOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $308K in Q4 2025. 953 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Wealth Enhancement Trust Services held 244 shares of iShares Semiconductor ETF worth $156K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 131 iShares Semiconductor ETF shares in Q2 2026, an estimated $66.5K.
  • iShares Semiconductor ETF made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #313 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's iShares Semiconductor ETF position peaked at $308K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.