Yarger Wealth Strategies’s iShares Semiconductor ETF SOXX Stock Holding History

Yarger Wealth Strategies’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	$556K	Buy	957 +10	+1%	+$5.08K	0.2%	78
2026 Q1	$311K	Buy	947 +1	+0.1%	+$341	0.13%	99
2025 Q4	$285K	Buy	946 +1	+0.1%	+$295	0.12%	98
2025 Q3	$256K	Buy	945 +1	+0.1%	+$249	0.12%	104
2025 Q2	$225K	Buy	+944	New	+$189K	0.12%	103
2025 Q1	–	Sell	-990	Closed	-$213K	–	100
2024 Q4	$213K	Buy	990 +1	+0.1%	+$223	0.12%	84
2024 Q3	$228K	Buy	989 +3	+0.3%	+$689	0.13%	87
2024 Q2	$243K	Buy	986 +45	+5%	+$10.3K	0.15%	74
2024 Q1	$213K	Buy	+941	New	+$196K	0.14%	75

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

Yarger Wealth Strategies's SOXX Position: Q2 2026 in Review

Yarger Wealth Strategies increased its iShares Semiconductor ETF (SOXX) stake by 1.1% in Q2 2026, buying an estimated $5.08K and bringing the position to 957 shares worth $556K. The position accounts for 0.2% of the portfolio, ranked #78.

Yarger Wealth Strategies first reported a position in SOXX in Q1 2024 and has held it in 9 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Yarger Wealth Strategies held 957 shares of iShares Semiconductor ETF worth $556K as of Q2 2026.
Yarger Wealth Strategies bought 10 iShares Semiconductor ETF shares in Q2 2026, an estimated $5.08K.
iShares Semiconductor ETF made up 0.2% of Yarger Wealth Strategies's portfolio in Q2 2026, its #78 holding.
Yarger Wealth Strategies first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.