Y-Intercept (HK)’s iShares Semiconductor ETF SOXX Stock Holding History

Y-Intercept (HK)’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	–	Sell	-6,110	Closed	-$2.01M	–	2136
2026 Q1	$2.01M	Buy	+6,110	New	+$2.09M	0.04%	709
2025 Q4	–	Sell	-1,869	Closed	-$507K	–	1960
2025 Q3	$507K	Buy	+1,869	New	+$466K	0.01%	1255
2025 Q2	–	Sell	-1,975	Closed	-$372K	–	1987
2025 Q1	$372K	Buy	+1,975	New	+$422K	0.03%	831
2024 Q1	–	Sell	-1,050	Closed	-$202K	–	1737
2023 Q4	$202K	Sell	1,050 -2,949	-74%	-$495K	0.02%	1004
2023 Q3	$631K	Buy	+3,999	New	+$666K	0.06%	476
2023 Q1	–	Sell	-5,316	Closed	-$617K	–	1516
2022 Q4	$617K	Buy	5,316 +2,526	+91%	+$293K	0.09%	354
2022 Q3	$296K	Buy	+2,790	New	+$350K	0.03%	706
2021 Q3	–	Sell	-1,491	Closed	-$226K	–	892
2021 Q2	$226K	Buy	+1,491	New	+$213K	0.06%	498

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

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

Y-Intercept (HK)'s SOXX Position: Q2 2026 in Review

Y-Intercept (HK) sold out of iShares Semiconductor ETF (SOXX) in Q2 2026, closing a stake of 6,110 shares — an estimated $2.01M sold.

Y-Intercept (HK) first reported a position in SOXX in Q2 2021 and held it in 8 quarters. The position peaked at $2.01M in Q1 2026. 279 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Y-Intercept (HK) reported no remaining iShares Semiconductor ETF position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 6,110 iShares Semiconductor ETF shares in Q2 2026, an estimated $2.01M.
Y-Intercept (HK) first reported a position in iShares Semiconductor ETF in Q2 2021 and held it in 8 quarters.
Y-Intercept (HK)'s iShares Semiconductor ETF position peaked at $2.01M in Q1 2026.
279 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.