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Green Ridge Wealth Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Green Ridge Wealth Planning’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 		$6.62M Buy
11,644
+2,616
+29% +$1.4M 2.66% 10
2026
Q2 		$5.78M Sell
9,028
-4,065
-31% -$2.06M 2.43% 13
2026
Q1 		$4.3M Buy
+13,093
New +$4.47M 2.26% 13

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
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Green Ridge Wealth Planning's SOXX Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its iShares Semiconductor ETF (SOXX) stake by 29% in Q3 2026, buying an estimated $1.4M and bringing the position to 11,644 shares worth $6.62M. The position accounts for 2.66% of the portfolio, ranked #10.

Green Ridge Wealth Planning first reported a position in SOXX in Q1 2026 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Green Ridge Wealth Planning held 11,644 shares of iShares Semiconductor ETF worth $6.62M as of Q3 2026.
  • Green Ridge Wealth Planning bought 2,616 iShares Semiconductor ETF shares in Q3 2026, an estimated $1.4M.
  • iShares Semiconductor ETF made up 2.66% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #10 holding.
  • Green Ridge Wealth Planning first reported a position in iShares Semiconductor ETF in Q1 2026 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.