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Capstone Wealth Management Group, Inc.’s iShares Semiconductor ETF SOXX Stock Holding History

Capstone Wealth Management Group, Inc.’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
Q2 		$3.16M Buy
+4,927
New +$2.5M 1.9% 16

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Capstone Wealth Management Group, Inc.'s SOXX Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 4,927 shares worth $3.16M. The stake represents 1.9% of the portfolio and ranks #16 among its holdings.

443 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 4,927 shares of iShares Semiconductor ETF worth $3.16M as of Q2 2026.
  • iShares Semiconductor ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • iShares Semiconductor ETF made up 1.9% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #16 holding.
  • 443 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.