Werba Rubin Papier Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Werba Rubin Papier Wealth Management’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	$2.34M	Buy	3,659 +91	+3%	+$46.2K	0.28%	54
2026 Q1	$1.17M	Buy	3,568 +1	+0%	+$341	0.16%	73
2025 Q4	$1.07M	Buy	3,567 +2	+0.1%	+$590	0.29%	59
2025 Q3	$967K	Sell	3,565 -251	-7%	-$62.6K	0.16%	76
2025 Q2	$911K	Buy	3,816 +137	+4%	+$27.5K	0.17%	79
2025 Q1	$692K	Sell	3,679 -882	-19%	-$188K	0.15%	84
2024 Q4	$983K	Hold	4,561	–	–	0.23%	65
2024 Q3	$1.05M	Sell	4,561 -1,100	-19%	-$253K	0.25%	62
2024 Q2	$1.4M	Sell	5,661 -480	-8%	-$110K	0.39%	43
2024 Q1	$1.39M	Sell	6,141 -45	-0.7%	-$9.36K	0.4%	36
2023 Q4	$1.19M	Sell	6,186 -24	-0.4%	-$4.03K	0.4%	30
2023 Q3	$983K	Buy	6,210 +429	+7%	+$71.4K	0.35%	37
2023 Q2	$977K	Hold	5,781	–	–	0.34%	37
2023 Q1	$857K	Buy	5,781 +861	+18%	+$117K	0.34%	40
2022 Q4	$571K	Buy	+4,920	New	+$571K	0.24%	45

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

Werba Rubin Papier Wealth Management's SOXX Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 2.6% in Q2 2026, buying an estimated $46.2K and bringing the position to 3,659 shares worth $2.34M. The position accounts for 0.28% of the portfolio, ranked #54.

Werba Rubin Papier Wealth Management first reported a position in SOXX in Q4 2022 and has held it in 15 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Werba Rubin Papier Wealth Management held 3,659 shares of iShares Semiconductor ETF worth $2.34M as of Q2 2026.
Werba Rubin Papier Wealth Management bought 91 iShares Semiconductor ETF shares in Q2 2026, an estimated $46.2K.
iShares Semiconductor ETF made up 0.28% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #54 holding.
Werba Rubin Papier Wealth Management first reported a position in iShares Semiconductor ETF in Q4 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 Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.