WJ Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

WJ 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	$365K	Buy	+570	New	+$289K	0.14%	69
2022 Q2	–	Sell	-1,599	Closed	-$249K	–	59
2022 Q1	$249K	Sell	1,599 -25,041	-94%	-$4.01M	0.17%	41
2021 Q4	$4.83M	Buy	26,640 +8,619	+48%	+$1.45M	2.89%	14
2021 Q3	$2.67M	Buy	+18,021	New	+$2.74M	1.78%	22

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

WJ Wealth Management's SOXX Position: Q2 2026 in Review

WJ Wealth Management opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 570 shares worth $365K. The stake represents 0.14% of the portfolio and ranks #69 among its holdings. This is a return to the name: WJ Wealth Management previously reported a position in SOXX as recently as Q1 2022.

WJ Wealth Management first reported a position in SOXX in Q3 2021 and has held it in 4 quarters since. The position peaked at $4.83M in Q4 2021. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

WJ Wealth Management held 570 shares of iShares Semiconductor ETF worth $365K as of Q2 2026.
iShares Semiconductor ETF was a new WJ Wealth Management position in Q2 2026.
iShares Semiconductor ETF made up 0.14% of WJ Wealth Management's portfolio in Q2 2026, its #69 holding.
WJ Wealth Management first reported a position in iShares Semiconductor ETF in Q3 2021 and has held it in 4 quarters since.
WJ Wealth Management's iShares Semiconductor ETF position peaked at $4.83M in Q4 2021.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.