Williams Jones Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Williams Jones 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	$521K	Sell	813 -12	-1%	-$6.09K	0.01%	366
2026 Q1	$271K	Sell	825 -75	-8%	-$25.6K	﹤0.01%	437
2025 Q4	$271K	Sell	900 -150	-14%	-$44.2K	﹤0.01%	437
2025 Q3	$285K	Hold	1,050	–	–	﹤0.01%	421
2025 Q2	$251K	Buy	+1,050	New	+$210K	﹤0.01%	445
2025 Q1	–	Sell	-1,050	Closed	-$226K	–	518
2024 Q4	$226K	Buy	+1,050	New	+$234K	﹤0.01%	451

Other funds holding SOXX

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Williams Jones Wealth Management's SOXX Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 1.5% in Q2 2026, selling an estimated $6.09K and leaving 813 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #366.

Williams Jones Wealth Management first reported a position in SOXX in Q4 2024 and has held it in 6 quarters since. 642 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Williams Jones Wealth Management held 813 shares of iShares Semiconductor ETF worth $521K as of Q2 2026.
Williams Jones Wealth Management sold 12 iShares Semiconductor ETF shares in Q2 2026, an estimated $6.09K.
iShares Semiconductor ETF made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #366 holding.
Williams Jones Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
642 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.