Elevation Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Elevation Wealth Partners’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	$53.7K	Buy	94 +9	+11%	+$4.82K	0.02%	372
2026 Q2	$54.7K	Buy	85 +57	+204%	+$28.9K	0.02%	282
2026 Q1	$9.31K	Hold	28	–	–	﹤0.01%	527
2025 Q4	$8.53K	Hold	28	–	–	﹤0.01%	513
2025 Q3	$7.67K	Hold	28	–	–	﹤0.01%	417
2025 Q2	$6.74K	Hold	28	–	–	﹤0.01%	390
2025 Q1	$5.3K	Hold	28	–	–	﹤0.01%	399
2024 Q4	$6.06K	Hold	28	–	–	﹤0.01%	401
2024 Q3	$6.47K	Buy	+28	New	+$6.43K	﹤0.01%	381

Other funds holding SOXX

AIC

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

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

SCP

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

MPWT

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

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's SOXX Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Semiconductor ETF (SOXX) stake by 11% in Q3 2026, buying an estimated $4.82K and bringing the position to 94 shares worth $53.7K. The position accounts for 0.02% of the portfolio, ranked #372.

Elevation Wealth Partners first reported a position in SOXX in Q3 2024 and has held it in 9 quarters since. The position peaked at $54.7K in Q2 2026. 56 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Elevation Wealth Partners held 94 shares of iShares Semiconductor ETF worth $53.7K as of Q3 2026.
Elevation Wealth Partners bought 9 iShares Semiconductor ETF shares in Q3 2026, an estimated $4.82K.
iShares Semiconductor ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #372 holding.
Elevation Wealth Partners first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 9 quarters since.
Elevation Wealth Partners's iShares Semiconductor ETF position peaked at $54.7K in Q2 2026.
56 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.