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

Wealth Management Partners’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	$968K	Buy	1,510 +234	+18%	+$119K	0.23%	81
2026 Q1	$419K	Buy	1,276 +295	+30%	+$101K	0.12%	115
2025 Q4	$295K	Sell	981 -51	-5%	-$15K	0.08%	123
2025 Q3	$280K	Buy	1,032 +68	+7%	+$17K	0.09%	120
2025 Q2	$230K	Sell	964 -1,812	-65%	-$363K	0.08%	124
2025 Q1	$522K	Buy	+2,776	New	+$593K	0.24%	76

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

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

Wealth Management Partners increased its iShares Semiconductor ETF (SOXX) stake by 18% in Q2 2026, buying an estimated $119K and bringing the position to 1,510 shares worth $968K. The position accounts for 0.23% of the portfolio, ranked #81.

Wealth Management Partners first reported a position in SOXX in Q1 2025 and has held it in 6 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Wealth Management Partners held 1,510 shares of iShares Semiconductor ETF worth $968K as of Q2 2026.
Wealth Management Partners bought 234 iShares Semiconductor ETF shares in Q2 2026, an estimated $119K.
iShares Semiconductor ETF made up 0.23% of Wealth Management Partners's portfolio in Q2 2026, its #81 holding.
Wealth Management Partners first reported a position in iShares Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

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