Choreo LLC
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Choreo LLC’s iShares Semiconductor ETF SOXX Stock Holding History

Choreo 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
Q3 		$1.56M Buy
2,743
+508
+23% +$272K 0.02% 505
2026
Q2 		$1.43M Buy
2,235
+4
+0.2% +$2.03K 0.02% 512
2026
Q1 		$733K Hold
2,231
– – 0.01% 762
2025
Q4 		$680K Sell
2,231
-45
-2% -$13.3K 0.01% 782
2025
Q3 		$617K Buy
2,276
+223
+11% +$55.6K 0.01% 832
2025
Q2 		$490K Buy
2,053
+35
+2% +$7.01K 0.01% 904
2025
Q1 		$380K Buy
2,018
+129
+7% +$27.5K 0.01% 980
2024
Q4 		$408K Sell
1,889
-375
-17% -$83.7K 0.01% 1014
2024
Q3 		$508K Sell
2,264
-55
-2% -$12.6K 0.01% 897
2024
Q2 		$572K Buy
2,319
+678
+41% +$155K 0.01% 757
2024
Q1 		$371K Hold
1,641
– – 0.01% 478
2023
Q4 		$315K Buy
+1,641
New +$275K 0.01% 483

Other funds holding SOXX

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Choreo LLC's SOXX Position: Q3 2026 in Review

Choreo LLC increased its iShares Semiconductor ETF (SOXX) stake by 23% in Q3 2026, buying an estimated $272K and bringing the position to 2,743 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #505.

Choreo LLC first reported a position in SOXX in Q4 2023 and has held it in 12 quarters since. 436 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Choreo LLC held 2,743 shares of iShares Semiconductor ETF worth $1.56M as of Q3 2026.
  • Choreo LLC bought 508 iShares Semiconductor ETF shares in Q3 2026, an estimated $272K.
  • iShares Semiconductor ETF made up 0.02% of Choreo LLC's portfolio in Q3 2026, its #505 holding.
  • Choreo LLC first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 12 quarters since.
  • 436 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.