BIAS
SOXX icon

Beacon Investment Advisory Services’s iShares Semiconductor ETF SOXX Stock Holding History

Beacon Investment Advisory Services’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 		$569 Hold
1
– – ﹤0.01% 771
2026
Q2 		$641 Buy
+1
New +$508 ﹤0.01% 788

Other funds holding SOXX

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Beacon Investment Advisory Services's SOXX Position: Q3 2026 in Review

Beacon Investment Advisory Services held its iShares Semiconductor ETF (SOXX) position steady in Q3 2026 at 1 share worth $569. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Beacon Investment Advisory Services first reported a position in SOXX in Q2 2026 and has held it in 2 quarters since. The position peaked at $641 in Q2 2026. 92 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Beacon Investment Advisory Services held 1 share of iShares Semiconductor ETF worth $569 as of Q3 2026.
  • Beacon Investment Advisory Services left its iShares Semiconductor ETF share count unchanged in Q3 2026.
  • iShares Semiconductor ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #771 holding.
  • Beacon Investment Advisory Services first reported a position in iShares Semiconductor ETF in Q2 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's iShares Semiconductor ETF position peaked at $641 in Q2 2026.
  • 92 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.