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Welch Financial Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Welch Financial Planning’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 		$2.42M Buy
3,784
+2,104
+125% +$1.07M 1.41% 18
2026
Q1 		$552K Buy
1,680
+41
+3% +$14K 0.4% 35
2025
Q4 		$494K Buy
+1,639
New +$483K 0.36% 37

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
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 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
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Welch Financial Planning's SOXX Position: Q2 2026 in Review

Welch Financial Planning increased its iShares Semiconductor ETF (SOXX) stake by 125% in Q2 2026, buying an estimated $1.07M and bringing the position to 3,784 shares worth $2.42M. The position accounts for 1.41% of the portfolio, ranked #18.

Welch Financial Planning first reported a position in SOXX in Q4 2025 and has held it in 3 quarters since. 691 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Welch Financial Planning held 3,784 shares of iShares Semiconductor ETF worth $2.42M as of Q2 2026.
  • Welch Financial Planning bought 2,104 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.07M.
  • iShares Semiconductor ETF made up 1.41% of Welch Financial Planning's portfolio in Q2 2026, its #18 holding.
  • Welch Financial Planning first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 3 quarters since.
  • 691 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.