Wealthspire Advisors (New York)’s iShares Semiconductor ETF SOXX Stock Holding History

Wealthspire Advisors (New York)’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	$104M	Buy	161,642 +150,986	+1,417%	+$76.7M	0.57%	31
2026 Q1	$3.5M	Buy	10,656 +1,077	+11%	+$368K	0.03%	204
2025 Q4	$2.88M	Buy	9,579 +2	+0%	+$590	0.02%	235
2025 Q3	$2.6M	Sell	9,577 -1,324	-12%	-$330K	0.01%	239
2025 Q2	$2.6M	Buy	10,901 +2,930	+37%	+$587K	0.01%	242
2025 Q1	$1.5M	Sell	7,971 -2,016	-20%	-$430K	0.01%	316
2024 Q4	$2.15M	Buy	9,987 +242	+2%	+$54K	0.02%	237
2024 Q3	$2.25M	Sell	9,745 -779	-7%	-$179K	0.02%	234
2024 Q2	$2.6M	Buy	10,524 +7,182	+215%	+$1.64M	0.03%	173
2024 Q1	$755K	Sell	3,342 -864	-21%	-$180K	0.01%	355
2023 Q4	$808K	Buy	+4,206	New	+$706K	0.01%	347

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

Wealthspire Advisors (New York)'s SOXX Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Semiconductor ETF (SOXX) stake by 1,417% in Q2 2026, buying an estimated $76.7M and bringing the position to 161,642 shares worth $104M. The position accounts for 0.57% of the portfolio, ranked #31.

Wealthspire Advisors (New York) first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Wealthspire Advisors (New York) held 161,642 shares of iShares Semiconductor ETF worth $104M as of Q2 2026.
Wealthspire Advisors (New York) bought 150,986 iShares Semiconductor ETF shares in Q2 2026, an estimated $76.7M.
iShares Semiconductor ETF made up 0.57% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #31 holding.
Wealthspire Advisors (New York) first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.