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 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%	-$5.41K	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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IMG Wealth Management's SHOC Position: Q1 2026 in Review

IMG Wealth Management held its Strive US Semiconductor ETF (SHOC) position steady in Q1 2026 at 187 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #265.

IMG Wealth Management first reported a position in SHOC in Q4 2024 and has held it in 6 quarters since. The position peaked at $15K in Q2 2025. 43 funds tracked by Wall St. Rank hold SHOC as of Q1 2026.

IMG Wealth Management held 187 shares of Strive US Semiconductor ETF worth $13.5K as of Q1 2026.
IMG Wealth Management left its Strive US Semiconductor ETF share count unchanged in Q1 2026.
Strive US Semiconductor ETF made up 0.01% of IMG Wealth Management's portfolio in Q1 2026, its #265 holding.
IMG Wealth Management first reported a position in Strive US Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
IMG Wealth Management's Strive US Semiconductor ETF position peaked at $15K in Q2 2025.
43 funds tracked by Wall St. Rank held Strive US Semiconductor ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.