Equitable Trust’s iShares Semiconductor ETF SOXX Stock Holding History

Equitable Trust’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	$1.34M	Sell	2,352 -822	-26%	-$440K	0.06%	206
2026 Q2	$2.03M	Hold	3,174	–	–	0.08%	168
2026 Q1	$1.04M	Hold	3,174	–	–	0.05%	224
2025 Q4	$956K	Hold	3,174	–	–	0.04%	241
2025 Q3	$861K	Hold	3,174	–	–	0.04%	256
2025 Q2	$758K	Sell	3,174 -762	-19%	-$153K	0.04%	263
2025 Q1	$741K	Hold	3,936	–	–	0.04%	254
2024 Q4	$848K	Hold	3,936	–	–	0.05%	248
2024 Q3	$908K	Hold	3,936	–	–	0.06%	224
2024 Q2	$971K	Hold	3,936	–	–	0.07%	202
2024 Q1	$889K	Hold	3,936	–	–	0.06%	219
2023 Q4	$756K	Hold	3,936	–	–	0.06%	219
2023 Q3	$621K	Buy	3,936 +576	+17%	+$95.9K	0.05%	227
2023 Q2	$568K	Buy	3,360 +309	+10%	+$46.3K	0.04%	247
2023 Q1	$452K	Hold	3,051	–	–	0.04%	269
2022 Q4	$354K	Hold	3,051	–	–	0.03%	314
2022 Q3	$324K	Hold	3,051	–	–	0.03%	297
2022 Q2	$356K	Hold	3,051	–	–	0.03%	301
2022 Q1	$481K	Hold	3,051	–	–	0.03%	255
2021 Q4	$552K	Buy	+3,051	New	+$512K	0.03%	237
2019 Q1	–	Sell	-37,203	Closed	-$1.95M	–	277
2018 Q4	$1.95M	Buy	+37,203	New	+$2.04M	0.26%	98

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 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

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Equitable Trust's SOXX Position: Q3 2026 in Review

Equitable Trust reduced its iShares Semiconductor ETF (SOXX) stake by 26% in Q3 2026, selling an estimated $440K and leaving 2,352 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #206.

Equitable Trust first reported a position in SOXX in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.03M in Q2 2026. 225 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Equitable Trust held 2,352 shares of iShares Semiconductor ETF worth $1.34M as of Q3 2026.
Equitable Trust sold 822 iShares Semiconductor ETF shares in Q3 2026, an estimated $440K.
iShares Semiconductor ETF made up 0.06% of Equitable Trust's portfolio in Q3 2026, its #206 holding.
Equitable Trust first reported a position in iShares Semiconductor ETF in Q4 2018 and has held it in 21 quarters since.
Equitable Trust's iShares Semiconductor ETF position peaked at $2.03M in Q2 2026.
225 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.