Welch & Forbes’s iShares Semiconductor ETF SOXX Stock Holding History

Welch & Forbes’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	$919K	Hold	1,434	–	–	0.01%	239
2026 Q1	$471K	Hold	1,434	–	–	0.01%	276
2025 Q4	$432K	Sell	1,434 -75	-5%	-$22.1K	0.01%	288
2025 Q3	$409K	Hold	1,509	–	–	﹤0.01%	296
2025 Q2	$360K	Buy	1,509 +95	+7%	+$19K	﹤0.01%	303
2025 Q1	$266K	Hold	1,414	–	–	﹤0.01%	330
2024 Q4	$305K	Buy	1,414 +16	+1%	+$3.57K	﹤0.01%	325
2024 Q3	$322K	Hold	1,398	–	–	﹤0.01%	330
2024 Q2	$363K	Hold	1,398	–	–	﹤0.01%	313
2024 Q1	$316K	Hold	1,398	–	–	﹤0.01%	325
2023 Q4	$268K	Hold	1,398	–	–	﹤0.01%	340
2023 Q3	$221K	Hold	1,398	–	–	﹤0.01%	354
2023 Q2	$236K	Hold	1,398	–	–	﹤0.01%	353
2023 Q1	$207K	Buy	+1,398	New	+$191K	﹤0.01%	359
2022 Q2	–	Sell	-1,398	Closed	-$221K	–	395
2022 Q1	$221K	Buy	+1,398	New	+$224K	﹤0.01%	368

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

Welch & Forbes's SOXX Position: Q2 2026 in Review

Welch & Forbes held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 1,434 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #239.

Welch & Forbes first reported a position in SOXX in Q1 2022 and has held it in 15 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Welch & Forbes held 1,434 shares of iShares Semiconductor ETF worth $919K as of Q2 2026.
Welch & Forbes left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #239 holding.
Welch & Forbes first reported a position in iShares Semiconductor ETF in Q1 2022 and has held it in 15 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.