Wealthcare Advisory Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Wealthcare Advisory 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	$7.35M	Sell	11,473 -1,714	-13%	-$870K	0.14%	136
2026 Q1	$4.33M	Buy	13,187 +875	+7%	+$299K	0.08%	205
2025 Q4	$3.71M	Buy	12,312 +271	+2%	+$79.9K	0.07%	228
2025 Q3	$3.26M	Buy	12,041 +751	+7%	+$187K	0.07%	236
2025 Q2	$2.69M	Buy	11,290 +3,695	+49%	+$740K	0.06%	265
2025 Q1	$1.43M	Sell	7,595 -3,357	-31%	-$717K	0.04%	367
2024 Q4	$2.36M	Buy	10,952 +568	+5%	+$127K	0.07%	241
2024 Q3	$2.39M	Buy	10,384 +749	+8%	+$172K	0.07%	239
2024 Q2	$2.38M	Buy	9,635 +561	+6%	+$128K	0.07%	215
2024 Q1	$2.05M	Buy	9,074 +2,531	+39%	+$526K	0.07%	225
2023 Q4	$1.26M	Sell	6,543 -12	-0.2%	-$2.01K	0.05%	270
2023 Q3	$1.04M	Buy	6,555 +351	+6%	+$58.4K	0.05%	269
2023 Q2	$1.05M	Sell	6,204 -696	-10%	-$104K	0.05%	275
2023 Q1	$1.02M	Buy	6,900 +3,411	+98%	+$465K	0.04%	283
2022 Q4	$405K	Buy	3,489 +12	+0.3%	+$1.39K	0.02%	468
2022 Q3	$369K	Buy	3,477 +1,086	+45%	+$136K	0.02%	436
2022 Q2	$279K	Buy	2,391 +15	+0.6%	+$2.02K	0.02%	449
2022 Q1	$375K	Buy	2,376 +108	+5%	+$17.3K	0.02%	363
2021 Q4	$410K	Buy	2,268 +258	+13%	+$43.3K	0.02%	362
2021 Q3	$299K	Sell	2,010 -111	-5%	-$16.9K	0.02%	415
2021 Q2	$321K	Buy	2,121 +618	+41%	+$88.4K	0.02%	408
2021 Q1	$212K	Buy	+1,503	New	+$206K	0.02%	473
2020 Q2	–	Sell	-900	Closed	-$62K	–	1195
2020 Q1	$62K	Hold	900	–	–	0.01%	466
2019 Q4	$75K	Sell	900 -1,041	-54%	-$80K	0.01%	466
2019 Q3	$137K	Sell	1,941 -435	-18%	-$30K	0.02%	329
2019 Q2	$157K	Buy	2,376 +1,476	+164%	+$96.4K	0.02%	304
2019 Q1	$57K	Hold	900	–	–	0.01%	435
2018 Q4	$47K	Hold	900	–	–	0.01%	437
2018 Q3	$56K	Sell	900 -90	-9%	-$5.56K	0.01%	444
2018 Q2	$59K	Buy	990 +90	+10%	+$5.46K	0.01%	436
2018 Q1	$54K	Buy	+900	New	+$54.8K	0.01%	385

Other funds holding SOXX

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Wealthcare Advisory Partners's SOXX Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Semiconductor ETF (SOXX) stake by 13% in Q2 2026, selling an estimated $870K and leaving 11,473 shares worth $7.35M. The position accounts for 0.14% of the portfolio, ranked #136.

Wealthcare Advisory Partners first reported a position in SOXX in Q1 2018 and has held it in 31 quarters since. 247 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Wealthcare Advisory Partners held 11,473 shares of iShares Semiconductor ETF worth $7.35M as of Q2 2026.
Wealthcare Advisory Partners sold 1,714 iShares Semiconductor ETF shares in Q2 2026, an estimated $870K.
iShares Semiconductor ETF made up 0.14% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #136 holding.
Wealthcare Advisory Partners first reported a position in iShares Semiconductor ETF in Q1 2018 and has held it in 31 quarters since.
247 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.