Dynamic Advisor Solutions
SOXX icon

Dynamic Advisor Solutions’s iShares Semiconductor ETF SOXX Stock Holding History

Dynamic Advisor Solutions’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 		$11.4M Sell
20,053
-1,533
-7% -$821K 0.32% 69
2026
Q2 		$13.8M Sell
21,586
-381
-2% -$193K 0.39% 59
2026
Q1 		$7.22M Sell
21,967
-435
-2% -$148K 0.23% 98
2025
Q4 		$6.75M Sell
22,402
-1,209
-5% -$357K 0.22% 102
2025
Q3 		$6.4M Sell
23,611
-323
-1% -$80.6K 0.19% 121
2025
Q2 		$5.71M Sell
23,934
-2,393
-9% -$480K 0.18% 141
2025
Q1 		$4.95M Sell
26,327
-371
-1% -$79.2K 0.16% 155
2024
Q4 		$5.75M Buy
26,698
+1,126
+4% +$251K 0.25% 96
2024
Q3 		$5.9M Sell
25,572
-4,200
-14% -$965K 0.18% 142
2024
Q2 		$7.34M Buy
29,772
+857
+3% +$196K 0.23% 99
2024
Q1 		$6.53M Buy
28,915
+5,914
+26% +$1.23M 0.22% 115
2023
Q4 		$4.15M Buy
+23,001
New +$3.86M 0.15% 181
2021
Q4 		– Sell
-1,434
Closed -$213K – 794
2021
Q3 		$213K Buy
+1,434
New +$218K 0.02% 680
2021
Q1 		– Sell
-3,570
Closed -$451K – 766
2020
Q4 		$451K Buy
3,570
+108
+3% +$12.4K 0.04% 389
2020
Q3 		$351K Buy
3,462
+261
+8% +$25.5K 0.04% 385
2020
Q2 		$289K Buy
3,201
+243
+8% +$19.6K 0.04% 391
2020
Q1 		$202K Buy
+2,958
New +$234K 0.04% 409

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
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 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
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Dynamic Advisor Solutions's SOXX Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Semiconductor ETF (SOXX) stake by 7.1% in Q3 2026, selling an estimated $821K and leaving 20,053 shares worth $11.4M. The position accounts for 0.32% of the portfolio, ranked #69.

Dynamic Advisor Solutions first reported a position in SOXX in Q1 2020 and has held it in 17 quarters since. The position peaked at $13.8M in Q2 2026. 225 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Dynamic Advisor Solutions held 20,053 shares of iShares Semiconductor ETF worth $11.4M as of Q3 2026.
  • Dynamic Advisor Solutions sold 1,533 iShares Semiconductor ETF shares in Q3 2026, an estimated $821K.
  • iShares Semiconductor ETF made up 0.32% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #69 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Semiconductor ETF in Q1 2020 and has held it in 17 quarters since.
  • Dynamic Advisor Solutions's iShares Semiconductor ETF position peaked at $13.8M in Q2 2026.
  • 225 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.