IFG Advisory
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IFG Advisory’s Strive US Semiconductor ETF SHOC Stock Holding History

IFG Advisory’s Portfolio SHOC Stock Details SHOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$85.9K Sell
767
-50
-6% -$5.31K ﹤0.01% 1118
2026
Q2 		$100K Buy
817
+767
+1,534% +$78.5K ﹤0.01% 1082
2026
Q1 		$3.6K Buy
+50
New +$3.74K 0.01% 301

Other funds holding SHOC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Birch Financial Group
Birch Financial Group Keene, New Hampshire $214M AUM 13.15% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IFG Advisory's SHOC Position: Q3 2026 in Review

IFG Advisory reduced its Strive US Semiconductor ETF (SHOC) stake by 6.1% in Q3 2026, selling an estimated $5.31K and leaving 767 shares worth $85.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

IFG Advisory first reported a position in SHOC in Q1 2026 and has held it in 3 quarters since. The position peaked at $100K in Q2 2026. 29 funds tracked by Wall St. Rank hold SHOC as of Q3 2026.

  • IFG Advisory held 767 shares of Strive US Semiconductor ETF worth $85.9K as of Q3 2026.
  • IFG Advisory sold 50 Strive US Semiconductor ETF shares in Q3 2026, an estimated $5.31K.
  • Strive US Semiconductor ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1118 holding.
  • IFG Advisory first reported a position in Strive US Semiconductor ETF in Q1 2026 and has held it in 3 quarters since.
  • IFG Advisory's Strive US Semiconductor ETF position peaked at $100K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.