Wellspring Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Wellspring Financial 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	$70M	Sell	109,196 -42,595	-28%	-$21.6M	4.61%	5
2026 Q1	$49.9M	Buy	151,791 +1,779	+1%	+$607K	3.74%	6
2025 Q4	$45.2M	Buy	150,012 +4,859	+3%	+$1.43M	3.57%	6
2025 Q3	$39.4M	Buy	145,153 +37,279	+35%	+$9.3M	3.62%	6
2025 Q2	$25.7M	Buy	+107,874	New	+$21.6M	2.59%	10
2022 Q2	–	Sell	-777	Closed	-$123K	–	138
2022 Q1	$123K	Buy	+777	New	+$124K	0.04%	124

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

ETC

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

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Wellspring Financial Advisors's SOXX Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 28% in Q2 2026, selling an estimated $21.6M and leaving 109,196 shares worth $70M. The position accounts for 4.61% of the portfolio, ranked #5.

Wellspring Financial Advisors first reported a position in SOXX in Q1 2022 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Wellspring Financial Advisors held 109,196 shares of iShares Semiconductor ETF worth $70M as of Q2 2026.
Wellspring Financial Advisors sold 42,595 iShares Semiconductor ETF shares in Q2 2026, an estimated $21.6M.
iShares Semiconductor ETF made up 4.61% of Wellspring Financial Advisors's portfolio in Q2 2026, its #5 holding.
Wellspring Financial Advisors first reported a position in iShares Semiconductor ETF in Q1 2022 and has held it in 6 quarters since.
356 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.