Fortitude Family Office’s iShares Semiconductor ETF SOXX Stock Holding History

Fortitude Family Office’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	$174K	Hold	306	–	–	0.03%	154
2026 Q2	$196K	Hold	306	–	–	0.04%	131
2026 Q1	$101K	Hold	306	–	–	0.02%	160
2025 Q4	$92.2K	Hold	306	–	–	0.02%	190
2025 Q3	$83K	Hold	306	–	–	0.02%	189
2025 Q2	$73K	Hold	306	–	–	0.02%	196
2025 Q1	$57.6K	Hold	306	–	–	0.02%	202
2024 Q4	$65.9K	Hold	306	–	–	0.02%	219
2024 Q3	$70.6K	Buy	+306	New	+$70.3K	0.03%	195

Other funds holding SOXX

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

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

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

CICC

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

VAM

VMS Asset Management Hong Kong $264M AUM 207.42% 1-Year Est. Return

TFA

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

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

AMBIA

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

Fortitude Family Office's SOXX Position: Q3 2026 in Review

Fortitude Family Office held its iShares Semiconductor ETF (SOXX) position steady in Q3 2026 at 306 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #154.

Fortitude Family Office first reported a position in SOXX in Q3 2024 and has held it in 9 quarters since. The position peaked at $196K in Q2 2026. 158 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Fortitude Family Office held 306 shares of iShares Semiconductor ETF worth $174K as of Q3 2026.
Fortitude Family Office left its iShares Semiconductor ETF share count unchanged in Q3 2026.
iShares Semiconductor ETF made up 0.03% of Fortitude Family Office's portfolio in Q3 2026, its #154 holding.
Fortitude Family Office first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 9 quarters since.
Fortitude Family Office's iShares Semiconductor ETF position peaked at $196K in Q2 2026.
158 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.