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

Accel 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 		$322K Hold
1,701
– – 0.07% 204
2026
Q2 		$363K Buy
+1,701
New +$288K 0.08% 196
2023
Q2 		– Sell
-1,557
Closed -$76.9K – 753
2023
Q1 		$76.9K Hold
1,557
– – 0.03% 383
2022
Q4 		$60.2K Hold
1,557
– – 0.03% 327
2022
Q3 		$60K Hold
1,557
– – 0.03% 330
2022
Q2 		$64K Sell
1,557
-1,080
-41% -$48.5K 0.04% 308
2022
Q1 		$136K Sell
2,637
-27
-1% -$1.44K 0.07% 211
2021
Q4 		$160K Buy
2,664
+27
+1% +$1.51K 0.08% 191
2021
Q3 		$131K Hold
2,637
– – 0.08% 187
2021
Q2 		$133K Buy
2,637
+900
+52% +$42.9K 0.09% 198
2021
Q1 		$82K Sell
1,737
-90
-5% -$4.1K 0.07% 243
2020
Q4 		$77K Buy
+1,827
New +$69.9K 0.07% 236

Other funds holding SOXX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

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

Accel Wealth Management held its iShares Semiconductor ETF (SOXX) position steady in Q3 2026 at 1,701 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #204.

Accel Wealth Management first reported a position in SOXX in Q4 2020 and has held it in 12 quarters since. The position peaked at $363K in Q2 2026. 691 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Accel Wealth Management held 1,701 shares of iShares Semiconductor ETF worth $322K as of Q3 2026.
  • Accel Wealth Management left its iShares Semiconductor ETF share count unchanged in Q3 2026.
  • iShares Semiconductor ETF made up 0.07% of Accel Wealth Management's portfolio in Q3 2026, its #204 holding.
  • Accel Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 12 quarters since.
  • Accel Wealth Management's iShares Semiconductor ETF position peaked at $363K in Q2 2026.
  • 691 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

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