Dala Group
SOXX icon

Dala Group’s iShares Semiconductor ETF SOXX Stock Holding History

Dala Group’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 		$7.7M Buy
13,544
+583
+4% +$312K 5.7% 6
2026
Q2 		$8.3M Sell
12,961
-1,816
-12% -$922K 6.84% 4
2026
Q1 		$4.85M Buy
14,777
+9,252
+167% +$3.16M 4.06% 6
2025
Q4 		$1.66M Buy
+5,525
New +$1.63M 1.44% 22

Other funds holding SOXX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 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

Dala Group's SOXX Position: Q3 2026 in Review

Dala Group increased its iShares Semiconductor ETF (SOXX) stake by 4.5% in Q3 2026, buying an estimated $312K and bringing the position to 13,544 shares worth $7.7M. The position accounts for 5.7% of the portfolio, ranked #6.

Dala Group first reported a position in SOXX in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.3M in Q2 2026. 489 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Dala Group held 13,544 shares of iShares Semiconductor ETF worth $7.7M as of Q3 2026.
  • Dala Group bought 583 iShares Semiconductor ETF shares in Q3 2026, an estimated $312K.
  • iShares Semiconductor ETF made up 5.7% of Dala Group's portfolio in Q3 2026, its #6 holding.
  • Dala Group first reported a position in iShares Semiconductor ETF in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's iShares Semiconductor ETF position peaked at $8.3M in Q2 2026.
  • 489 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.