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SOXXSOXX
11 quarters

Position history for WAWealthspire Advisors, LLC's holdings in ISHARES TR

Yes. Wealthspire Advisors holds 161,642 shares of SOXX, worth $103.6M, as of its Q2 2026 13F filing. It increased the position from 10,656 shares in Q1 2026. Wealthspire Advisors has held SOXX since Q4 2023, across 11 quarterly 13F filings. SOXX is 0.6% of Wealthspire Advisors' reported 13F portfolio.

Current Value

$103.6M

Current Shares

161,642

Total Value Change

+$102.8M

Total Shares Change

+160,240

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
161,642
+1416.9%
$103.6M0.6%$640.76
68
2026-Q1
Increased
10,656
+11.2%
$3.5M0.0%$334.78
30
2025-Q4
Increased
9,579
+0.0%
$2.9M0.0%$304.92
26
2025-Q3
Decreased
9,577
-12.2%
$2.6M0.0%$268.54
0
2025-Q2
Increased
10,901
+36.8%
$2.6M0.0%$238.01
34
2025-Q1
Decreased
7,971
-20.2%
$1.5M0.0%$187.60
0
2024-Q4
Increased
9,987
+2.5%
$2.2M0.0%$215.76
27
2024-Q3
Decreased
9,745
-7.4%
$2.2M0.0%$230.69
0
2024-Q2
Increased
10,524
+214.9%
$2.6M0.0%$243.92
42
2024-Q1
Increased
3,342
+138.4%
$755,0710.0%$223.16
40
2023-Q4
New
1,402
-
$807,8090.0%$189.49
34

Other major holders of SOXX: GOLDMAN SACHS GROUP INC, BANK OF AMERICA CORP /DE/, SUSQUEHANNA INTERNATIONAL GROUP, LLP, MORGAN STANLEY

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