CoreCap Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

CoreCap 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	$802K	Sell	1,410 -128	-8%	-$68.5K	0.02%	435
2026 Q2	$985K	Sell	1,538 -902	-37%	-$458K	0.03%	393
2026 Q1	$802K	Sell	2,440 -5,078	-68%	-$1.73M	0.03%	403
2025 Q4	$2.26M	Buy	7,518 +577	+8%	+$170K	0.08%	223
2025 Q3	$1.88M	Buy	6,941 +6,789	+4,466%	+$1.69M	0.07%	245
2025 Q2	$36.3K	Sell	152 -524	-78%	-$105K	﹤0.01%	1379
2025 Q1	$127K	Buy	676 +145	+27%	+$31K	0.01%	822
2024 Q4	$114K	Sell	531 -102	-16%	-$22.8K	0.01%	880
2024 Q3	$146K	Buy	+633	New	+$145K	0.01%	780
2024 Q2	–	Sell	-799	Closed	-$181K	–	2445
2024 Q1	$181K	Buy	+799	New	+$166K	0.01%	657
2022 Q4	$37.2K	Buy	+321	New	+$37.3K	﹤0.01%	1092
2022 Q3	–	Sell	-921	Closed	-$107K	–	1847
2022 Q2	$107K	Buy	+921	New	+$124K	0.01%	666
2022 Q1	–	Sell	-651	Closed	-$118K	–	1850
2021 Q4	$118K	Buy	+651	New	+$109K	0.01%	691

Other funds holding SOXX

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

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

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

CoreCap Advisors's SOXX Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 8.3% in Q3 2026, selling an estimated $68.5K and leaving 1,410 shares worth $802K. The position accounts for 0.02% of the portfolio, ranked #435.

CoreCap Advisors first reported a position in SOXX in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.26M in Q4 2025. 323 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

CoreCap Advisors held 1,410 shares of iShares Semiconductor ETF worth $802K as of Q3 2026.
CoreCap Advisors sold 128 iShares Semiconductor ETF shares in Q3 2026, an estimated $68.5K.
iShares Semiconductor ETF made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #435 holding.
CoreCap Advisors first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's iShares Semiconductor ETF position peaked at $2.26M in Q4 2025.
323 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.