IMG Wealth Management’s Strive US Semiconductor ETF SHOC Stock Holding History

IMG Wealth Management’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	$20.9K	Hold	187	–	–	0.01%	250
2026 Q2	$22.8K	Hold	187	–	–	0.01%	240
2026 Q1	$13.5K	Hold	187	–	–	0.01%	265
2025 Q4	$12.8K	Hold	187	–	–	0.01%	290
2025 Q3	$11.7K	Sell	187 -95	-34%	-$5.4K	0.01%	249
2025 Q2	$15K	Sell	282 -40	-12%	-$1.76K	0.01%	222
2025 Q1	$12.8K	Hold	322	–	–	0.01%	209
2024 Q4	$14.8K	Buy	+322	New	+$15K	0.01%	185

Other funds holding SHOC

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Birch Financial Group Keene, New Hampshire $214M AUM 13.15% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

Lauterbach Financial Advisors El Paso, Texas $235M AUM 18.62% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

IMG Wealth Management's SHOC Position: Q3 2026 in Review

IMG Wealth Management held its Strive US Semiconductor ETF (SHOC) position steady in Q3 2026 at 187 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #250.

IMG Wealth Management first reported a position in SHOC in Q4 2024 and has held it in 8 quarters since. The position peaked at $22.8K in Q2 2026. 14 funds tracked by Wall St. Rank hold SHOC as of Q3 2026.

IMG Wealth Management held 187 shares of Strive US Semiconductor ETF worth $20.9K as of Q3 2026.
IMG Wealth Management left its Strive US Semiconductor ETF share count unchanged in Q3 2026.
Strive US Semiconductor ETF made up 0.01% of IMG Wealth Management's portfolio in Q3 2026, its #250 holding.
IMG Wealth Management first reported a position in Strive US Semiconductor ETF in Q4 2024 and has held it in 8 quarters since.
IMG Wealth Management's Strive US Semiconductor ETF position peaked at $22.8K in Q2 2026.
14 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.