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Box Hill Private Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Box Hill Private Wealth’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 		$337K Buy
592
+12
+2% +$6.42K 0.24% 56
2026
Q2 		$372K Buy
+580
New +$294K 0.3% 48

Other funds holding SOXX

SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Box Hill Private Wealth's SOXX Position: Q3 2026 in Review

Box Hill Private Wealth increased its iShares Semiconductor ETF (SOXX) stake by 2.1% in Q3 2026, buying an estimated $6.42K and bringing the position to 592 shares worth $337K. The position accounts for 0.24% of the portfolio, ranked #56.

Box Hill Private Wealth first reported a position in SOXX in Q2 2026 and has held it in 2 quarters since. The position peaked at $372K in Q2 2026. 16 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Box Hill Private Wealth held 592 shares of iShares Semiconductor ETF worth $337K as of Q3 2026.
  • Box Hill Private Wealth bought 12 iShares Semiconductor ETF shares in Q3 2026, an estimated $6.42K.
  • iShares Semiconductor ETF made up 0.24% of Box Hill Private Wealth's portfolio in Q3 2026, its #56 holding.
  • Box Hill Private Wealth first reported a position in iShares Semiconductor ETF in Q2 2026 and has held it in 2 quarters since.
  • Box Hill Private Wealth's iShares Semiconductor ETF position peaked at $372K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.