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

GK 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
Q2 		$640K Buy
+999
New +$507K 0.34% 73
2026
Q1 		– Sell
-817
Closed -$246K – 175
2025
Q4 		$246K Buy
817
+4
+0.5% +$1.18K 0.16% 150
2025
Q3 		$220K Buy
+813
New +$203K 0.16% 156

Other funds holding SOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

GK Wealth Management's SOXX Position: Q2 2026 in Review

GK Wealth Management opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 999 shares worth $640K. The stake represents 0.34% of the portfolio and ranks #73 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in SOXX as recently as Q4 2025.

GK Wealth Management first reported a position in SOXX in Q3 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • GK Wealth Management held 999 shares of iShares Semiconductor ETF worth $640K as of Q2 2026.
  • iShares Semiconductor ETF was a new GK Wealth Management position in Q2 2026.
  • iShares Semiconductor ETF made up 0.34% of GK Wealth Management's portfolio in Q2 2026, its #73 holding.
  • GK Wealth Management first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.