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White Lighthouse Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

White Lighthouse Investment 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 		$1.62M Sell
2,525
-29
-1% -$14.7K 0.2% 60
2026
Q1 		$839K Sell
2,554
-27
-1% -$9.22K 0.12% 85
2025
Q4 		$777K Buy
2,581
+818
+46% +$241K 0.11% 84
2025
Q3 		$478K Sell
1,763
-42
-2% -$10.5K 0.07% 99
2025
Q2 		$431K Buy
1,805
+6
+0.3% +$1.2K 0.07% 101
2025
Q1 		$339K Buy
1,799
+124
+7% +$26.5K 0.06% 105
2024
Q4 		$361K Sell
1,675
-12
-0.7% -$2.68K 0.06% 105
2024
Q3 		$389K Buy
1,687
+1
+0.1% +$230 0.07% 98
2024
Q2 		$416K Buy
1,686
+45
+3% +$10.3K 0.08% 92
2024
Q1 		$371K Sell
1,641
-45
-3% -$9.36K 0.08% 92
2023
Q4 		$324K Buy
1,686
+48
+3% +$8.05K 0.07% 99
2023
Q3 		$259K Sell
1,638
-45
-3% -$7.49K 0.06% 105
2023
Q2 		$285K Buy
+1,683
New +$252K 0.07% 100

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

White Lighthouse Investment Management's SOXX Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its iShares Semiconductor ETF (SOXX) stake by 1.1% in Q2 2026, selling an estimated $14.7K and leaving 2,525 shares worth $1.62M. The position accounts for 0.2% of the portfolio, ranked #60.

White Lighthouse Investment Management first reported a position in SOXX in Q2 2023 and has held it in 13 quarters since. 1,182 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • White Lighthouse Investment Management held 2,525 shares of iShares Semiconductor ETF worth $1.62M as of Q2 2026.
  • White Lighthouse Investment Management sold 29 iShares Semiconductor ETF shares in Q2 2026, an estimated $14.7K.
  • iShares Semiconductor ETF made up 0.2% of White Lighthouse Investment Management's portfolio in Q2 2026, its #60 holding.
  • White Lighthouse Investment Management first reported a position in iShares Semiconductor ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,182 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.