Winch Advisory Services’s iShares Semiconductor ETF SOXX Stock Holding History

Winch Advisory Services’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	$7.74K	Hold	12	–	–	﹤0.01%	357
2026 Q1	$3.97K	Hold	12	–	–	﹤0.01%	382
2025 Q4	$3.63K	Hold	12	–	–	﹤0.01%	384
2025 Q3	$3.27K	Hold	12	–	–	﹤0.01%	393
2025 Q2	$2.87K	Hold	12	–	–	﹤0.01%	385
2025 Q1	$2.26K	Buy	+12	New	+$2.56K	﹤0.01%	403
2017 Q3	–	Sell	-330	Closed	-$15K	–	314
2017 Q2	$15K	Hold	330	–	–	0.01%	167
2017 Q1	$15K	Buy	+330	New	+$14.4K	0.01%	157

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

Winch Advisory Services's SOXX Position: Q2 2026 in Review

Winch Advisory Services held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 12 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Winch Advisory Services first reported a position in SOXX in Q1 2017 and has held it in 8 quarters since. The position peaked at $15K in Q2 2017. 1,177 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Winch Advisory Services held 12 shares of iShares Semiconductor ETF worth $7.74K as of Q2 2026.
Winch Advisory Services left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #357 holding.
Winch Advisory Services first reported a position in iShares Semiconductor ETF in Q1 2017 and has held it in 8 quarters since.
Winch Advisory Services's iShares Semiconductor ETF position peaked at $15K in Q2 2017.
1,177 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.