Guidance Capital’s iShares Semiconductor ETF SOXX Stock Holding History

Guidance Capital’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	$212K	Buy	+399	New	+$203K	0.05%	228

Other funds holding SOXX

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

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

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Guidance Capital's SOXX Position: Q2 2026 in Review

Guidance Capital opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 399 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #228 among its holdings.

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

Guidance Capital held 399 shares of iShares Semiconductor ETF worth $212K as of Q2 2026.
iShares Semiconductor ETF was a new Guidance Capital position in Q2 2026.
iShares Semiconductor ETF made up 0.05% of Guidance Capital's portfolio in Q2 2026, its #228 holding.
247 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.