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Wealthstar Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Wealthstar Advisors’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 		$1.08M Buy
1,688
+70
+4% +$35.5K 0.32% 53
2026
Q1 		$532K Sell
1,618
-49
-3% -$16.7K 0.25% 81
2025
Q4 		$502K Sell
1,667
-56
-3% -$16.5K 0.22% 86
2025
Q3 		$467K Sell
1,723
-176
-9% -$43.9K 0.18% 102
2025
Q2 		$453K Sell
1,899
-158
-8% -$31.7K 0.17% 100
2025
Q1 		$387K Buy
2,057
+51
+3% +$10.9K 0.18% 105
2024
Q4 		$432K Buy
+2,006
New +$448K 0.19% 95
2024
Q2 		– Sell
-1,680
Closed -$380K – 119
2024
Q1 		$380K Buy
1,680
+99
+6% +$20.6K 0.13% 92
2023
Q4 		$304K Hold
1,581
– – 0.05% 103
2023
Q3 		$250K Buy
+1,581
New +$263K 0.1% 100

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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GG
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealthstar Advisors's SOXX Position: Q2 2026 in Review

Wealthstar Advisors increased its iShares Semiconductor ETF (SOXX) stake by 4.3% in Q2 2026, buying an estimated $35.5K and bringing the position to 1,688 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #53.

Wealthstar Advisors first reported a position in SOXX in Q3 2023 and has held it in 10 quarters since. 528 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Wealthstar Advisors held 1,688 shares of iShares Semiconductor ETF worth $1.08M as of Q2 2026.
  • Wealthstar Advisors bought 70 iShares Semiconductor ETF shares in Q2 2026, an estimated $35.5K.
  • iShares Semiconductor ETF made up 0.32% of Wealthstar Advisors's portfolio in Q2 2026, its #53 holding.
  • Wealthstar Advisors first reported a position in iShares Semiconductor ETF in Q3 2023 and has held it in 10 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.