Cresta Advisors
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Cresta Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Cresta 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 		$413K Hold
2,178
– – 0.18% 43
2026
Q2 		$465K Hold
2,178
– – 0.17% 44
2026
Q1 		$239K Hold
2,178
– – 0.1% 51
2025
Q4 		$219K Sell
2,178
-822
-27% -$80.8K 0.09% 52
2025
Q3 		$271K Buy
3,000
+183
+6% +$15.2K 0.12% 45
2025
Q2 		$224K Sell
2,817
-819
-23% -$54.7K 0.11% 46
2025
Q1 		$228K Hold
3,636
– – 0.12% 46
2024
Q4 		$279K Hold
3,636
– – 0.15% 46
2024
Q3 		$279K Sell
3,636
-70,806
-95% -$5.42M 0.15% 46
2024
Q2 		$6.12M Buy
74,442
+1,701
+2% +$130K 3.63% 10
2024
Q1 		$5.48M Buy
72,741
+1,425
+2% +$98.8K 3.47% 10
2023
Q4 		$4.57M Buy
71,316
+1,674
+2% +$93.6K 3.04% 11
2023
Q3 		$3.67M Buy
69,642
+1,899
+3% +$105K 2.84% 12
2023
Q2 		$3.82M Buy
67,743
+17,658
+35% +$883K 2.97% 12
2023
Q1 		$2.47M Buy
50,085
+13,482
+37% +$612K 1.93% 12
2022
Q4 		$1.42M Sell
36,603
-19,872
-35% -$769K 1.23% 11
2022
Q3 		$2M Buy
+56,475
New +$2.36M 2.47% 11

Other funds holding SOXX

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Y.D. More Investments
Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cresta Advisors's SOXX Position: Q3 2026 in Review

Cresta Advisors held its iShares Semiconductor ETF (SOXX) position steady in Q3 2026 at 2,178 shares worth $413K. The position accounts for 0.18% of the portfolio, ranked #43.

Cresta Advisors first reported a position in SOXX in Q3 2022 and has held it in 17 quarters since. The position peaked at $6.12M in Q2 2024. 640 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Cresta Advisors held 2,178 shares of iShares Semiconductor ETF worth $413K as of Q3 2026.
  • Cresta Advisors left its iShares Semiconductor ETF share count unchanged in Q3 2026.
  • iShares Semiconductor ETF made up 0.18% of Cresta Advisors's portfolio in Q3 2026, its #43 holding.
  • Cresta Advisors first reported a position in iShares Semiconductor ETF in Q3 2022 and has held it in 17 quarters since.
  • Cresta Advisors's iShares Semiconductor ETF position peaked at $6.12M in Q2 2024.
  • 640 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.