Olistico Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Olistico Wealth’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	$245K	Sell	430 -71	-14%	-$38K	0.1%	98
2026 Q2	$321K	Sell	501 -284	-36%	-$144K	0.14%	87
2026 Q1	$258K	Hold	785	–	–	0.13%	87
2025 Q4	$236K	Hold	785	–	–	0.12%	89
2025 Q3	$213K	Sell	785 -4	-0.5%	-$998	0.11%	93
2025 Q2	$188K	Buy	789 +1	+0.1%	+$200	0.1%	100
2025 Q1	$148K	Hold	788	–	–	0.09%	112
2024 Q4	$170K	Buy	788 +1	+0.1%	+$223	0.1%	105
2024 Q3	$182K	Buy	787 +160	+26%	+$36.8K	0.11%	103
2024 Q2	$155K	Buy	+627	New	+$144K	0.1%	107

Other funds holding SOXX

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

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

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

Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

Olistico Wealth's SOXX Position: Q3 2026 in Review

Olistico Wealth reduced its iShares Semiconductor ETF (SOXX) stake by 14% in Q3 2026, selling an estimated $38K and leaving 430 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #98.

Olistico Wealth first reported a position in SOXX in Q2 2024 and has held it in 10 quarters since. The position peaked at $321K in Q2 2026. 602 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Olistico Wealth held 430 shares of iShares Semiconductor ETF worth $245K as of Q3 2026.
Olistico Wealth sold 71 iShares Semiconductor ETF shares in Q3 2026, an estimated $38K.
iShares Semiconductor ETF made up 0.1% of Olistico Wealth's portfolio in Q3 2026, its #98 holding.
Olistico Wealth first reported a position in iShares Semiconductor ETF in Q2 2024 and has held it in 10 quarters since.
Olistico Wealth's iShares Semiconductor ETF position peaked at $321K in Q2 2026.
602 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.