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Heartwood Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Heartwood Wealth Advisors’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 		$492K Hold
866
– – 0.04% 136
2026
Q2 		$555K Buy
866
+23
+3% +$11.7K 0.04% 138
2026
Q1 		$277K Sell
843
-14
-2% -$4.78K 0.02% 187
2025
Q4 		$258K Buy
857
+102
+14% +$30.1K 0.02% 175
2025
Q3 		$205K Buy
+755
New +$188K 0.02% 197

Other funds holding SOXX

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
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

Heartwood Wealth Advisors's SOXX Position: Q3 2026 in Review

Heartwood Wealth Advisors held its iShares Semiconductor ETF (SOXX) position steady in Q3 2026 at 866 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #136.

Heartwood Wealth Advisors first reported a position in SOXX in Q3 2025 and has held it in 5 quarters since. The position peaked at $555K in Q2 2026. 16 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Heartwood Wealth Advisors held 866 shares of iShares Semiconductor ETF worth $492K as of Q3 2026.
  • Heartwood Wealth Advisors left its iShares Semiconductor ETF share count unchanged in Q3 2026.
  • iShares Semiconductor ETF made up 0.04% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #136 holding.
  • Heartwood Wealth Advisors first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 5 quarters since.
  • Heartwood Wealth Advisors's iShares Semiconductor ETF position peaked at $555K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.