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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

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 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. 220 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.
  • 220 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.