WealthGarden F.S.’s iShares Semiconductor ETF SOXX Stock Holding History

WealthGarden F.S.’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	$1.02M	Sell	1,597 -70	-4%	-$35.5K	0.58%	49
2026 Q1	$548K	Sell	1,667 -20	-1%	-$6.83K	0.37%	82
2025 Q4	$579K	Sell	1,687 -29	-2%	-$8.55K	0.38%	77
2025 Q3	$503K	Buy	1,716 +30	+2%	+$7.48K	0.36%	85
2025 Q2	$405K	Buy	1,686 +14	+0.8%	+$2.81K	0.34%	84
2025 Q1	$315K	Sell	1,672 -45	-3%	-$9.61K	0.3%	95
2024 Q4	$370K	Buy	1,717 +485	+39%	+$108K	0.35%	85
2024 Q3	$284K	Buy	1,232 +44	+4%	+$10.1K	0.28%	99
2024 Q2	$293K	Buy	+1,188	New	+$272K	0.31%	89

Other funds holding SOXX

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthGarden F.S.'s SOXX Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares Semiconductor ETF (SOXX) stake by 4.2% in Q2 2026, selling an estimated $35.5K and leaving 1,597 shares worth $1.02M. The position accounts for 0.58% of the portfolio, ranked #49.

WealthGarden F.S. first reported a position in SOXX in Q2 2024 and has held it in 9 quarters since. 528 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

WealthGarden F.S. held 1,597 shares of iShares Semiconductor ETF worth $1.02M as of Q2 2026.
WealthGarden F.S. sold 70 iShares Semiconductor ETF shares in Q2 2026, an estimated $35.5K.
iShares Semiconductor ETF made up 0.58% of WealthGarden F.S.'s portfolio in Q2 2026, its #49 holding.
WealthGarden F.S. first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 9 quarters since.
528 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.