iShares Semiconductor ETF (SOXX) — What Changed

Material changes in the AI committee's view · 26 events tracked · Detected nightly

← Overview📈 Rating History💰 Earnings📰 Recent Events🔄 What Changed📖 Thesis Evolution🔍 Similar Stocks
2026-08-01 MAJOR
▼ Agreement Shift

SOXX's Committee agreement moved from 80.00% to 60.00% (-20.00pp, 1 day(s) apart).

80.00 → 60.00 (-20.0)

2026-08-01 MINOR
▲ Score Change

SOXX's Committee score moved from 48.67 to 50.73 (+2.06, 1 day(s) apart).

48.67 → 50.73 (+2.1)

2026-08-01 MATERIAL
— Conviction Change

SOXX's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-31 MAJOR
▲ Agreement Shift

SOXX's Committee agreement moved from 40.00% to 80.00% (+40.00pp, 1 day(s) apart).

40.00 → 80.00 (+40.0)

2026-07-31 MINOR
▼ Score Change

SOXX's Committee score moved from 49.90 to 48.67 (-1.23, 1 day(s) apart).

49.90 → 48.67 (-1.2)

2026-07-31 MAJOR
— Conviction Change

SOXX's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-30 MAJOR
▼ Agreement Shift

SOXX's Committee agreement moved from 60.00% to 40.00% (-20.00pp, 1 day(s) apart).

60.00 → 40.00 (-20.0)

2026-07-30 MINOR
▼ Score Change

SOXX's Committee score moved from 50.73 to 49.90 (-0.83, 1 day(s) apart).

50.73 → 49.90 (-0.8)

2026-07-30 MATERIAL
— Conviction Change

SOXX's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-28 MAJOR
▲ Agreement Shift

SOXX's Committee agreement moved from 40.00% to 60.00% (+20.00pp, 1 day(s) apart).

40.00 → 60.00 (+20.0)

2026-07-28 MINOR
▼ Score Change

SOXX's Committee score moved from 54.03 to 50.73 (-3.30, 1 day(s) apart).

54.03 → 50.73 (-3.3)

2026-07-28 MATERIAL
— Conviction Change

SOXX's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-24 MAJOR
▼ Agreement Shift

SOXX's Committee agreement moved from 60.00% to 40.00% (-20.00pp, 1 day(s) apart).

60.00 → 40.00 (-20.0)

2026-07-24 MINOR
▲ Score Change

SOXX's Committee score moved from 51.60 to 52.03 (+0.43, 1 day(s) apart).

51.60 → 52.03 (+0.4)

2026-07-24 MATERIAL
— Conviction Change

SOXX's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-18 MINOR
▼ Score Change

SOXX's Committee score moved from 51.87 to 50.30 (-1.57, 1 day(s) apart).

51.87 → 50.30 (-1.6)

2026-07-17 MAJOR
▲ Agreement Shift

SOXX's Committee agreement moved from 40.00% to 60.00% (+20.00pp, 1 day(s) apart).

40.00 → 60.00 (+20.0)

2026-07-17 MINOR
▼ Score Change

SOXX's Committee score moved from 54.03 to 51.87 (-2.16, 1 day(s) apart).

54.03 → 51.87 (-2.2)

2026-07-17 MATERIAL
— Conviction Change

SOXX's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-15 MAJOR
▼ Agreement Shift

SOXX's Committee agreement moved from 60.00% to 40.00% (-20.00pp, 1 day(s) apart).

60.00 → 40.00 (-20.0)

2026-07-15 MINOR
▲ Score Change

SOXX's Committee score moved from 53.17 to 54.03 (+0.86, 1 day(s) apart).

53.17 → 54.03 (+0.9)

2026-07-15 MATERIAL
— Conviction Change

SOXX's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-14 MAJOR
▲ Agreement Shift

SOXX's Committee agreement moved from 40.00% to 60.00% (+20.00pp, 1 day(s) apart).

40.00 → 60.00 (+20.0)

2026-07-14 MINOR
▼ Score Change

SOXX's Committee score moved from 57.17 to 53.17 (-4.00, 1 day(s) apart).

57.17 → 53.17 (-4.0)

2026-07-14 MATERIAL
— Conviction Change

SOXX's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-13 MINOR
▲ Score Change

SOXX's Committee score moved from 56.73 to 57.17 (+0.44, 1 day(s) apart).

56.73 → 57.17 (+0.4)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →