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SOXXSOXX
27 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES SEMICONDUCTOR ETF

Integrated Wealth Concepts LLC holds 118,447 shares of SOXX (ISHARES SEMICONDUCTOR ETF), worth $75.9M as of 2026-Q2. The position was increased (+5.3% shares). SOXX represents 0.4% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$75.9M

Current Shares

118,447

Total Value Change

+$75.7M

Total Shares Change

+117,551

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
118,447
+5.3%
$75.9M0.4%$640.76
37
2026-Q1
Increased
112,497
+1141.4%
$37M0.3%$334.78
56
2025-Q4
Decreased
9,062
-92.0%
$2.7M0.0%$304.92
0
2025-Q3
Increased
113,791
+4.9%
$30.9M0.3%$268.54
36
2025-Q2
Decreased
108,470
-0.3%
$25.9M0.3%$238.01
0
2025-Q1
Decreased
108,764
-0.8%
$20.5M0.2%$187.60
0
2024-Q4
Increased
109,635
+0.6%
$23.6M0.3%$215.76
34
2024-Q3
Decreased
108,983
-3.0%
$25.1M0.3%$230.69
0
2024-Q2
Decreased
112,392
-1.2%
$27.7M0.4%$243.92
0
2024-Q1
Increased
113,782
+176.5%
$25.7M0.4%$223.16
55
2023-Q4
Decreased
41,155
-0.3%
$23.7M0.4%$189.49
0
2023-Q3
Decreased
41,290
-0.8%
$19.6M0.3%$155.49
0
2023-Q2
Increased
41,613
+2.2%
$21.1M0.4%$163.40
35
2023-Q1
Increased
40,718
+883.0%
$18.1M0.4%$144.36
55
2022-Q4
Increased
4,142
+13.7%
$1.4M0.0%$113.39
29
2022-Q3
Increased
3,642
+3.5%
$1.2M0.0%$105.37
26
2022-Q2
Increased
3,519
+19.5%
$1.2M0.0%$114.49
30
2022-Q1
Decreased
2,944
-1.8%
$1.4M0.0%$156.28
0
2021-Q4
Increased
2,997
+28.1%
$1.6M0.0%$175.20
32
2021-Q3
Increased
2,340
+14.7%
$1M0.0%$143.39
29
2021-Q2
Increased
2,040
+16.2%
$927,0000.0%$145.54
29
2021-Q1
Decreased
1,755
-36.4%
$744,0000.0%$132.57
0
2020-Q4
Increased
2,759
+86.0%
$1M0.0%$120.84
39
2020-Q3
Increased
1,483
+5.1%
$452,0000.0%$97.02
25
2020-Q2
New
1,411
-
$382,0000.0%$83.94
33
2020-Q1
Exited
0
-100.0%
$00.0%$66.40
0
2019-Q4
New
896
-
$225,0000.0%$79.16
32

Other major holders of SOXX: Steward Partners Investment Advisory, LLC, GOLDMAN SACHS GROUP INC, BANK OF AMERICA CORP /DE/, SUSQUEHANNA INTERNATIONAL GROUP, LLP, BNP PARIBAS FINANCIAL MARKETS

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