Winthrop Advisory Group’s iShares Semiconductor ETF SOXX Stock Holding History

Winthrop Advisory 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	$1.05M	Buy	1,634 +393	+32%	+$200K	0.07%	84
2026 Q1	$408K	Buy	1,241 +1	+0.1%	+$341	0.03%	118
2025 Q4	$374K	Buy	1,240 +97	+8%	+$28.6K	0.03%	123
2025 Q3	$310K	Buy	1,143 +1	+0.1%	+$249	0.03%	136
2025 Q2	$273K	Buy	+1,142	New	+$229K	0.03%	141
2024 Q3	–	Sell	-855	Closed	-$211K	–	157
2024 Q2	$211K	Buy	+855	New	+$196K	0.03%	134

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

Winthrop Advisory Group's SOXX Position: Q2 2026 in Review

Winthrop Advisory Group increased its iShares Semiconductor ETF (SOXX) stake by 32% in Q2 2026, buying an estimated $200K and bringing the position to 1,634 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #84.

Winthrop Advisory Group first reported a position in SOXX in Q2 2024 and has held it in 6 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Winthrop Advisory Group held 1,634 shares of iShares Semiconductor ETF worth $1.05M as of Q2 2026.
Winthrop Advisory Group bought 393 iShares Semiconductor ETF shares in Q2 2026, an estimated $200K.
iShares Semiconductor ETF made up 0.07% of Winthrop Advisory Group's portfolio in Q2 2026, its #84 holding.
Winthrop Advisory Group first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 6 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.