Next Level Wealth Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Next Level Wealth Planning’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	$3.41K	Buy	+18	New	+$3.21K	﹤0.01%	418

Other funds holding SOXX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Next Level Wealth Planning's SOXX Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Semiconductor ETF (SOXX) in Q3 2026: 18 shares worth $3.41K. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings.

687 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Next Level Wealth Planning held 18 shares of iShares Semiconductor ETF worth $3.41K as of Q3 2026.
iShares Semiconductor ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares Semiconductor ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #418 holding.
687 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.