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Ferguson Wellman Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

Ferguson Wellman Capital Management’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 		$702K Hold
1,234
– – 0.01% 269
2026
Q2 		$791K Hold
1,234
– – 0.01% 253
2026
Q1 		$406K Sell
1,234
-25
-2% -$8.53K 0.01% 311
2025
Q4 		$379K Sell
1,259
-31
-2% -$9.14K 0.01% 282
2025
Q3 		$350K Buy
+1,290
New +$322K 0.01% 288

Other funds holding SOXX

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
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

Ferguson Wellman Capital Management's SOXX Position: Q3 2026 in Review

Ferguson Wellman Capital Management held its iShares Semiconductor ETF (SOXX) position steady in Q3 2026 at 1,234 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #269.

Ferguson Wellman Capital Management first reported a position in SOXX in Q3 2025 and has held it in 5 quarters since. The position peaked at $791K in Q2 2026. 16 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Ferguson Wellman Capital Management held 1,234 shares of iShares Semiconductor ETF worth $702K as of Q3 2026.
  • Ferguson Wellman Capital Management left its iShares Semiconductor ETF share count unchanged in Q3 2026.
  • iShares Semiconductor ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #269 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 5 quarters since.
  • Ferguson Wellman Capital Management's iShares Semiconductor ETF position peaked at $791K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.