Wharton Business Group’s iShares Semiconductor ETF SOXX Stock Holding History

Wharton Business Group’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	$9.82M	Sell	15,330 -544	-3%	-$276K	0.33%	47
2026 Q1	$5.22M	Sell	15,874 -265	-2%	-$90.5K	0.2%	56
2025 Q4	$4.86M	Sell	16,139 -95	-0.6%	-$28K	0.18%	56
2025 Q3	$4.4M	Sell	16,234 -115	-0.7%	-$28.7K	0.19%	55
2025 Q2	$3.9M	Buy	16,349 +195	+1%	+$39.1K	0.16%	59
2025 Q1	$3.04M	Buy	16,154 +6,185	+62%	+$1.32M	0.14%	61
2024 Q4	$2.15M	Sell	9,969 -72,920	-88%	-$16.3M	0.1%	64
2024 Q3	$19.1M	Buy	+82,889	New	+$19M	0.86%	31

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

Wharton Business Group's SOXX Position: Q2 2026 in Review

Wharton Business Group reduced its iShares Semiconductor ETF (SOXX) stake by 3.4% in Q2 2026, selling an estimated $276K and leaving 15,330 shares worth $9.82M. The position accounts for 0.33% of the portfolio, ranked #47.

Wharton Business Group first reported a position in SOXX in Q3 2024 and has held it in 8 quarters since. The position peaked at $19.1M in Q3 2024. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Wharton Business Group held 15,330 shares of iShares Semiconductor ETF worth $9.82M as of Q2 2026.
Wharton Business Group sold 544 iShares Semiconductor ETF shares in Q2 2026, an estimated $276K.
iShares Semiconductor ETF made up 0.33% of Wharton Business Group's portfolio in Q2 2026, its #47 holding.
Wharton Business Group first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 8 quarters since.
Wharton Business Group's iShares Semiconductor ETF position peaked at $19.1M in Q3 2024.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.