Bigelow Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Bigelow Investment Advisors’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	$504K	Buy	886 +22	+3%	+$11.8K	0.18%	113
2026 Q2	$554K	Buy	864 +83	+11%	+$42.1K	0.2%	110
2026 Q1	$257K	Buy	+781	New	+$267K	0.1%	138

Other funds holding SOXX

AIC

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

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

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

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

VAM

VMS Asset Management Hong Kong $264M AUM 207.42% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 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

Bigelow Investment Advisors's SOXX Position: Q3 2026 in Review

Bigelow Investment Advisors increased its iShares Semiconductor ETF (SOXX) stake by 2.5% in Q3 2026, buying an estimated $11.8K and bringing the position to 886 shares worth $504K. The position accounts for 0.18% of the portfolio, ranked #113.

Bigelow Investment Advisors first reported a position in SOXX in Q1 2026 and has held it in 3 quarters since. The position peaked at $554K in Q2 2026. 154 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Bigelow Investment Advisors held 886 shares of iShares Semiconductor ETF worth $504K as of Q3 2026.
Bigelow Investment Advisors bought 22 iShares Semiconductor ETF shares in Q3 2026, an estimated $11.8K.
iShares Semiconductor ETF made up 0.18% of Bigelow Investment Advisors's portfolio in Q3 2026, its #113 holding.
Bigelow Investment Advisors first reported a position in iShares Semiconductor ETF in Q1 2026 and has held it in 3 quarters since.
Bigelow Investment Advisors's iShares Semiconductor ETF position peaked at $554K in Q2 2026.
154 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Bigelow Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.