World Equity Group’s iShares Semiconductor ETF SOXX Stock Holding History

World Equity 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	$389K	Buy	+607	New	+$308K	0.09%	260
2025 Q1	–	Sell	-1,434	Closed	-$309K	–	364
2024 Q4	$309K	Buy	+1,434	New	+$320K	0.07%	262
2024 Q1	–	Sell	-1,464	Closed	-$281K	–	360
2023 Q4	$281K	Buy	1,464 +30	+2%	+$5.03K	0.06%	263
2023 Q3	$226K	Buy	+1,434	New	+$239K	0.05%	301
2023 Q2	–	Sell	-1,680	Closed	-$230K	–	530
2023 Q1	$230K	Sell	1,680 -435	-21%	-$59.3K	0.03%	431
2022 Q4	$245K	Sell	2,115 -138	-6%	-$16K	0.06%	292
2022 Q3	$239K	Sell	2,253 -24	-1%	-$3.01K	0.06%	279
2022 Q2	$265K	Buy	+2,277	New	+$307K	0.07%	274

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

World Equity Group's SOXX Position: Q2 2026 in Review

World Equity Group opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 607 shares worth $389K. The stake represents 0.09% of the portfolio and ranks #260 among its holdings. This is a return to the name: World Equity Group previously reported a position in SOXX as recently as Q4 2024.

World Equity Group first reported a position in SOXX in Q2 2022 and has held it in 8 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

World Equity Group held 607 shares of iShares Semiconductor ETF worth $389K as of Q2 2026.
iShares Semiconductor ETF was a new World Equity Group position in Q2 2026.
iShares Semiconductor ETF made up 0.09% of World Equity Group's portfolio in Q2 2026, its #260 holding.
World Equity Group first reported a position in iShares Semiconductor ETF in Q2 2022 and has held it in 8 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.