McHugh Group’s iShares Semiconductor ETF SOXX Stock Holding History

McHugh Group’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	$2.29M	Hold	4,033	–	–	1.12%	18
2026 Q2	$2.58M	Hold	4,033	–	–	1.32%	17
2026 Q1	$1.33M	Hold	4,033	–	–	0.78%	26
2025 Q4	$1.21M	Hold	4,033	–	–	0.69%	27
2025 Q3	$1.09M	Hold	4,033	–	–	0.65%	29
2025 Q2	$963K	Hold	4,033	–	–	0.64%	28
2025 Q1	$759K	Hold	4,033	–	–	0.57%	29
2024 Q4	$869K	Buy	+4,033	New	+$900K	0.65%	27

Other funds holding SOXX

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

McHugh Group's SOXX Position: Q3 2026 in Review

McHugh Group held its iShares Semiconductor ETF (SOXX) position steady in Q3 2026 at 4,033 shares worth $2.29M. The position accounts for 1.12% of the portfolio, ranked #18.

McHugh Group first reported a position in SOXX in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.58M in Q2 2026. 499 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

McHugh Group held 4,033 shares of iShares Semiconductor ETF worth $2.29M as of Q3 2026.
McHugh Group left its iShares Semiconductor ETF share count unchanged in Q3 2026.
iShares Semiconductor ETF made up 1.12% of McHugh Group's portfolio in Q3 2026, its #18 holding.
McHugh Group first reported a position in iShares Semiconductor ETF in Q4 2024 and has held it in 8 quarters since.
McHugh Group's iShares Semiconductor ETF position peaked at $2.58M in Q2 2026.
499 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.