Optivise Advisory Services’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
Other funds holding SOXX
Optivise Advisory Services's SOXX Position: Q3 2026 in Review
Optivise Advisory Services increased its iShares Semiconductor ETF (SOXX) stake by 5.8% in Q3 2026, buying an estimated $13.9K and bringing the position to 1,422 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #180.
Optivise Advisory Services first reported a position in SOXX in Q2 2026 and has held it in 2 quarters since. The position peaked at $287K in Q2 2026. 1,072 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.
- Optivise Advisory Services held 1,422 shares of iShares Semiconductor ETF worth $270K as of Q3 2026.
- Optivise Advisory Services bought 78 iShares Semiconductor ETF shares in Q3 2026, an estimated $13.9K.
- iShares Semiconductor ETF made up 0.13% of Optivise Advisory Services's portfolio in Q3 2026, its #180 holding.
- Optivise Advisory Services first reported a position in iShares Semiconductor ETF in Q2 2026 and has held it in 2 quarters since.
- Optivise Advisory Services's iShares Semiconductor ETF position peaked at $287K in Q2 2026.
- 1,072 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.