Harbor Investment Advisory’s iShares Semiconductor ETF SOXX Stock Holding History

Harbor Investment 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 Q3	$66.5K	Buy	+117	New	+$62.6K	﹤0.01%	689
2024 Q2	–	Sell	-90	Closed	-$20.3K	–	1431
2024 Q1	$20.3K	Hold	90	–	–	﹤0.01%	736
2023 Q4	$17.3K	Buy	+90	New	+$15.1K	﹤0.01%	739
2022 Q3	–	Sell	-36	Closed	-$4K	–	1393
2022 Q2	$4K	Hold	36	–	–	﹤0.01%	1179
2022 Q1	$6K	Buy	+36	New	+$5.76K	﹤0.01%	1154
2021 Q2	–	Sell	-21	Closed	-$3K	–	1303
2021 Q1	$3K	Buy	+21	New	+$2.87K	﹤0.01%	1137

Other funds holding SOXX

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 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

Harbor Investment Advisory's SOXX Position: Q3 2026 in Review

Harbor Investment Advisory opened a new position in iShares Semiconductor ETF (SOXX) in Q3 2026: 117 shares worth $66.5K. The stake represents ﹤0.01% of the portfolio and ranks #689 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in SOXX as recently as Q1 2024.

Harbor Investment Advisory first reported a position in SOXX in Q1 2021 and has held it in 6 quarters since. 120 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Harbor Investment Advisory held 117 shares of iShares Semiconductor ETF worth $66.5K as of Q3 2026.
iShares Semiconductor ETF was a new Harbor Investment Advisory position in Q3 2026.
iShares Semiconductor ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #689 holding.
Harbor Investment Advisory first reported a position in iShares Semiconductor ETF in Q1 2021 and has held it in 6 quarters since.
120 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.