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BFSG LLC’s iShares Semiconductor ETF SOXX Stock Holding History

BFSG LLC’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
Q2 		$3.2K Buy
+5
New +$2.54K ﹤0.01% 663

Other funds holding SOXX

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

BFSG LLC's SOXX Position: Q2 2026 in Review

BFSG LLC opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 5 shares worth $3.2K. The stake represents ﹤0.01% of the portfolio and ranks #663 among its holdings.

219 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • BFSG LLC held 5 shares of iShares Semiconductor ETF worth $3.2K as of Q2 2026.
  • iShares Semiconductor ETF was a new BFSG LLC position in Q2 2026.
  • iShares Semiconductor ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #663 holding.
  • 219 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.