Congress Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History

Congress Asset Management’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	$1.21M	Buy	+2,133	New	+$1.14M	0.01%	316

Other funds holding SOXX

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Congress Asset Management's SOXX Position: Q3 2026 in Review

Congress Asset Management opened a new position in iShares Semiconductor ETF (SOXX) in Q3 2026: 2,133 shares worth $1.21M. The stake represents 0.01% of the portfolio and ranks #316 among its holdings.

21 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Congress Asset Management held 2,133 shares of iShares Semiconductor ETF worth $1.21M as of Q3 2026.
iShares Semiconductor ETF was a new Congress Asset Management position in Q3 2026.
iShares Semiconductor ETF made up 0.01% of Congress Asset Management's portfolio in Q3 2026, its #316 holding.
21 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.