Aspect Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Aspect Partners’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	$2.28K	Hold	4	–	–	﹤0.01%	511
2026 Q2	$2.56K	Hold	4	–	–	﹤0.01%	494
2026 Q1	$1.32K	Hold	4	–	–	﹤0.01%	565
2025 Q4	$1.2K	Hold	4	–	–	﹤0.01%	624
2025 Q3	$1.08K	Hold	4	–	–	﹤0.01%	645
2025 Q2	$955	Sell	4 -57	-93%	-$11.4K	﹤0.01%	531
2025 Q1	$11.5K	Hold	61	–	–	0.01%	245
2024 Q4	$13.1K	Hold	61	–	–	0.01%	251
2024 Q3	$14.1K	Buy	61 +21	+53%	+$4.82K	0.01%	229
2024 Q2	$9.9K	Buy	40 +4	+11%	+$915	0.01%	271
2024 Q1	$8.13K	Hold	36	–	–	0.01%	291
2023 Q4	$6.91K	Buy	+36	New	+$6.04K	﹤0.01%	297

Other funds holding SOXX

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Aspect Partners's SOXX Position: Q3 2026 in Review

Aspect Partners held its iShares Semiconductor ETF (SOXX) position steady in Q3 2026 at 4 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Aspect Partners first reported a position in SOXX in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.1K in Q3 2024. 357 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Aspect Partners held 4 shares of iShares Semiconductor ETF worth $2.28K as of Q3 2026.
Aspect Partners left its iShares Semiconductor ETF share count unchanged in Q3 2026.
iShares Semiconductor ETF made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #511 holding.
Aspect Partners first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's iShares Semiconductor ETF position peaked at $14.1K in Q3 2024.
357 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.