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Gilpin Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Gilpin Wealth 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 		– Sell
-15
Closed -$9.61K – 1472
2026
Q2 		$9.61K Hold
15
– – 0.01% 314
2026
Q1 		$4.93K Hold
15
– – ﹤0.01% 356
2025
Q4 		$4.52K Buy
+15
New +$4.42K ﹤0.01% 346

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

Gilpin Wealth Management's SOXX Position: Q3 2026 in Review

Gilpin Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q3 2026, closing a stake of 15 shares — an estimated $9.61K sold.

Gilpin Wealth Management first reported a position in SOXX in Q4 2025 and held it in 3 quarters. The position peaked at $9.61K in Q2 2026. 57 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Gilpin Wealth Management reported no remaining iShares Semiconductor ETF position as of Q3 2026 after selling out during the quarter.
  • Gilpin Wealth Management sold 15 iShares Semiconductor ETF shares in Q3 2026, an estimated $9.61K.
  • Gilpin Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2025 and held it in 3 quarters.
  • Gilpin Wealth Management's iShares Semiconductor ETF position peaked at $9.61K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.