Western Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Western 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	$4M	Buy	6,245 +405	+7%	+$206K	0.13%	158
2026 Q1	$1.92M	Buy	5,840 +261	+5%	+$89.1K	0.07%	287
2025 Q4	$1.68M	Buy	5,579 +1,905	+52%	+$562K	0.08%	247
2025 Q3	$996K	Sell	3,674 -728	-17%	-$182K	0.05%	309
2025 Q2	$1.05M	Sell	4,402 -523	-11%	-$105K	0.06%	265
2025 Q1	$927K	Sell	4,925 -41	-0.8%	-$8.75K	0.06%	271
2024 Q4	$1.07M	Sell	4,966 -1,301	-21%	-$290K	0.06%	299
2024 Q3	$1.45M	Buy	6,267 +961	+18%	+$221K	0.08%	245
2024 Q2	$1.31M	Buy	5,306 +1,192	+29%	+$273K	0.1%	184
2024 Q1	$929K	Sell	4,114 -32	-0.8%	-$6.65K	0.07%	241
2023 Q4	$796K	Buy	4,146 +1,008	+32%	+$169K	0.06%	314
2023 Q3	$495K	Buy	3,138 +150	+5%	+$25K	0.04%	390
2023 Q2	$505K	Sell	2,988 -186	-6%	-$27.9K	0.04%	368
2023 Q1	$471K	Buy	3,174 +192	+6%	+$26.2K	0.04%	383
2022 Q4	$346K	Sell	2,982 -4,311	-59%	-$500K	0.04%	425
2022 Q3	$776K	Buy	7,293 +2,514	+53%	+$315K	0.04%	375
2022 Q2	$557K	Buy	4,779 +714	+18%	+$96.3K	0.03%	445
2022 Q1	$642K	Buy	4,065 +2,424	+148%	+$388K	0.03%	454
2021 Q4	$296K	Buy	+1,641	New	+$275K	0.03%	474
2020 Q1	–	Sell	-35,946	Closed	-$3.01M	–	420
2019 Q4	$3.01M	Buy	+35,946	New	+$2.76M	0.46%	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

Western Wealth Management's SOXX Position: Q2 2026 in Review

Western Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 6.9% in Q2 2026, buying an estimated $206K and bringing the position to 6,245 shares worth $4M. The position accounts for 0.13% of the portfolio, ranked #158.

Western Wealth Management first reported a position in SOXX in Q4 2019 and has held it in 20 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Western Wealth Management held 6,245 shares of iShares Semiconductor ETF worth $4M as of Q2 2026.
Western Wealth Management bought 405 iShares Semiconductor ETF shares in Q2 2026, an estimated $206K.
iShares Semiconductor ETF made up 0.13% of Western Wealth Management's portfolio in Q2 2026, its #158 holding.
Western Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 20 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.