Polaris Financial Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Polaris Financial Partners’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	$7.31M	Buy	+12,886	New	+$6.9M	3.27%	7

Other funds holding SOXX

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Polaris Financial Partners's SOXX Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares Semiconductor ETF (SOXX) in Q3 2026: 12,886 shares worth $7.31M. The stake represents 3.27% of the portfolio and ranks #7 among its holdings.

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

Polaris Financial Partners held 12,886 shares of iShares Semiconductor ETF worth $7.31M as of Q3 2026.
iShares Semiconductor ETF was a new Polaris Financial Partners position in Q3 2026.
iShares Semiconductor ETF made up 3.27% of Polaris Financial Partners's portfolio in Q3 2026, its #7 holding.
9 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.