Private Client Services’s iShares Semiconductor ETF SOXX Stock Holding History

Private Client Services’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	$374K	Buy	+659	New	+$353K	0.1%	152

Other funds holding SOXX

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Polaris Financial Partners Westerville, Ohio $223M AUM

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

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

Private Client Services's SOXX Position: Q3 2026 in Review

Private Client Services opened a new position in iShares Semiconductor ETF (SOXX) in Q3 2026: 659 shares worth $374K. The stake represents 0.1% of the portfolio and ranks #152 among its holdings.

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

Private Client Services held 659 shares of iShares Semiconductor ETF worth $374K as of Q3 2026.
iShares Semiconductor ETF was a new Private Client Services position in Q3 2026.
iShares Semiconductor ETF made up 0.1% of Private Client Services's portfolio in Q3 2026, its #152 holding.
10 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.