Able Wealth Management
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Able Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Able Wealth Management’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
Q3 		$214K Sell
363
-15
-4% -$8.03K 0.05% 170
2026
Q2 		$242K Buy
+378
New +$192K 0.06% 129
2024
Q1 		– Sell
-15
Closed -$2.88K – 496
2023
Q4 		$2.88K Buy
+15
New +$2.52K ﹤0.01% 411

Other funds holding SOXX

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Able Wealth Management's SOXX Position: Q3 2026 in Review

Able Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 4% in Q3 2026, selling an estimated $8.03K and leaving 363 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #170.

Able Wealth Management first reported a position in SOXX in Q4 2023 and has held it in 3 quarters since. The position peaked at $242K in Q2 2026. 399 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Able Wealth Management held 363 shares of iShares Semiconductor ETF worth $214K as of Q3 2026.
  • Able Wealth Management sold 15 iShares Semiconductor ETF shares in Q3 2026, an estimated $8.03K.
  • iShares Semiconductor ETF made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #170 holding.
  • Able Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 3 quarters since.
  • Able Wealth Management's iShares Semiconductor ETF position peaked at $242K in Q2 2026.
  • 399 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.