iShares PHLX SOX Semiconductor (SOXX) Adds AMD and Micron on Oct. 29

What happened: iShares PHLX SOX Semiconductor Sector Index Fund (SOXX) added to 29 of its 30 holdings on Oct. 29, with no positions decreased and no new positions opened. Key numbers: Net buying was $212.3 million against assets under management of $43.67 billion. Why it matters: The broad additions lifted AMD to the fund's top holding at 9.51%, ahead of Intel at 8.13%. The article notes investors should watch whether the fund keeps adding across the board or begins rebalancing its heaviest weights at the next holdings update. Market: -10.9% today ($504.80), +125.9% YTD, 1.9x vol — as of 12:15 UTC Verified: Q3_2026 (Nov 3) revenue $12.5B vs $12.5B est; next print ~Feb 2

iShares PHLX SOX Semiconductor Sector Index Fund (SOXX) added to 29 of its 30 holdings on Oct. 29, with no positions decreased and no new positions opened.

The broad additions lifted AMD to the fund's top holding at 9.51%, ahead of Intel at 8.13%. The article notes investors should watch whether the fund keeps adding across the board or begins rebalancing its heaviest weights at the next holdings update. Market: -10.9% today ($504.80), +125.9% YTD, 1.9x vol — as of 12:15 UTC Verified: Q3_2026 (Nov 3) revenue $12.5B vs $12.5B est; next print ~Feb 2