GoalVest Advisory’s iShares Semiconductor ETF SOXX Stock Holding History

GoalVest Advisory’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	$768K	Buy	+1,198	New	+$608K	0.14%	71

Other funds holding SOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

GoalVest Advisory's SOXX Position: Q2 2026 in Review

GoalVest Advisory opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 1,198 shares worth $768K. The stake represents 0.14% of the portfolio and ranks #71 among its holdings.

190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

GoalVest Advisory held 1,198 shares of iShares Semiconductor ETF worth $768K as of Q2 2026.
iShares Semiconductor ETF was a new GoalVest Advisory position in Q2 2026.
iShares Semiconductor ETF made up 0.14% of GoalVest Advisory's portfolio in Q2 2026, its #71 holding.
190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.