Zhang Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Zhang 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	$770K	Buy	1,201 +497	+71%	+$252K	0.02%	218
2026 Q1	$231K	Hold	704	–	–	0.01%	343
2025 Q4	$212K	Buy	+704	New	+$208K	0.01%	323
2025 Q2	–	Sell	-2,194	Closed	-$413K	–	310
2025 Q1	$413K	Sell	2,194 -426	-16%	-$91K	0.02%	218
2024 Q4	$565K	Sell	2,620 -451	-15%	-$101K	0.03%	189
2024 Q3	$708K	Buy	3,071 +2,167	+240%	+$498K	0.04%	173
2024 Q2	$223K	Buy	+904	New	+$207K	0.02%	247

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

Zhang Financial's SOXX Position: Q2 2026 in Review

Zhang Financial increased its iShares Semiconductor ETF (SOXX) stake by 71% in Q2 2026, buying an estimated $252K and bringing the position to 1,201 shares worth $770K. The position accounts for 0.02% of the portfolio, ranked #218.

Zhang Financial first reported a position in SOXX in Q2 2024 and has held it in 7 quarters since. 1,179 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Zhang Financial held 1,201 shares of iShares Semiconductor ETF worth $770K as of Q2 2026.
Zhang Financial bought 497 iShares Semiconductor ETF shares in Q2 2026, an estimated $252K.
iShares Semiconductor ETF made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #218 holding.
Zhang Financial first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 7 quarters since.
1,179 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.