First Heartland Consultants’s iShares Semiconductor ETF SOXX Stock Holding History

First Heartland Consultants’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	$2.32M	Sell	4,075 -19	-0.5%	-$10.2K	0.15%	121
2026 Q2	$2.62M	Buy	4,094 +861	+27%	+$437K	0.17%	122
2026 Q1	$1.06M	Sell	3,233 -62	-2%	-$21.2K	0.08%	178
2025 Q4	$992K	Buy	3,295 +37	+1%	+$10.9K	0.08%	188
2025 Q3	$883K	Buy	3,258 +58	+2%	+$14.5K	0.07%	191
2025 Q2	$764K	Sell	3,200 -38	-1%	-$7.62K	0.07%	197
2025 Q1	$609K	Sell	3,238 -10	-0.3%	-$2.13K	0.06%	204
2024 Q4	$700K	Buy	3,248 +55	+2%	+$12.3K	0.07%	188
2024 Q3	$736K	Sell	3,193 -194	-6%	-$44.6K	0.08%	179
2024 Q2	$835K	Sell	3,387 -31	-0.9%	-$7.09K	0.06%	192
2024 Q1	$772K	Buy	3,418 +397	+13%	+$82.5K	0.08%	188
2023 Q4	$580K	Sell	3,021 -72	-2%	-$12.1K	0.07%	194
2023 Q3	$488K	Buy	3,093 +336	+12%	+$55.9K	0.06%	214
2023 Q2	$466K	Buy	2,757 +456	+20%	+$68.4K	0.06%	224
2023 Q1	$341K	Buy	+2,301	New	+$314K	0.05%	255

Other funds holding SOXX

AIC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

SCP

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

First Heartland Consultants's SOXX Position: Q3 2026 in Review

First Heartland Consultants reduced its iShares Semiconductor ETF (SOXX) stake by 0.46% in Q3 2026, selling an estimated $10.2K and leaving 4,075 shares worth $2.32M. The position accounts for 0.15% of the portfolio, ranked #121.

First Heartland Consultants first reported a position in SOXX in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.62M in Q2 2026. 92 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

First Heartland Consultants held 4,075 shares of iShares Semiconductor ETF worth $2.32M as of Q3 2026.
First Heartland Consultants sold 19 iShares Semiconductor ETF shares in Q3 2026, an estimated $10.2K.
iShares Semiconductor ETF made up 0.15% of First Heartland Consultants's portfolio in Q3 2026, its #121 holding.
First Heartland Consultants first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 15 quarters since.
First Heartland Consultants's iShares Semiconductor ETF position peaked at $2.62M in Q2 2026.
92 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.