XF
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XML Financial’s iShares Semiconductor ETF SOXX Stock Holding History

XML Financial’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 		$534K Sell
833
-393
-32% -$200K 0.04% 274
2026
Q1 		$403K Sell
1,226
-126
-9% -$43K 0.03% 292
2025
Q4 		$407K Sell
1,352
-281
-17% -$82.9K 0.03% 283
2025
Q3 		$443K Buy
1,633
+3
+0.2% +$748 0.04% 268
2025
Q2 		$389K Buy
1,630
+3
+0.2% +$601 0.03% 275
2025
Q1 		$306K Buy
1,627
+2
+0.1% +$427 0.03% 283
2024
Q4 		$350K Buy
1,625
+2
+0.1% +$446 0.03% 275
2024
Q3 		$374K Buy
+1,623
New +$373K 0.03% 264

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

XML Financial's SOXX Position: Q2 2026 in Review

XML Financial reduced its iShares Semiconductor ETF (SOXX) stake by 32% in Q2 2026, selling an estimated $200K and leaving 833 shares worth $534K. The position accounts for 0.04% of the portfolio, ranked #274.

XML Financial first reported a position in SOXX in Q3 2024 and has held it in 8 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • XML Financial held 833 shares of iShares Semiconductor ETF worth $534K as of Q2 2026.
  • XML Financial sold 393 iShares Semiconductor ETF shares in Q2 2026, an estimated $200K.
  • iShares Semiconductor ETF made up 0.04% of XML Financial's portfolio in Q2 2026, its #274 holding.
  • XML Financial first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.