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Realta Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Realta Investment Advisors’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 		$92K Sell
162
-4
-2% -$2.14K 0.03% 240
2026
Q2 		$106K Buy
166
+100
+152% +$50.8K 0.03% 238
2026
Q1 		$21.5K Sell
66
-1,710
-96% -$584K 0.01% 280
2025
Q4 		$535K Buy
1,776
+1,715
+2,811% +$506K 0.18% 121
2025
Q3 		$16.7K Buy
61
+46
+307% +$11.5K 0.01% 269
2025
Q2 		$3.59K Sell
15
-46
-75% -$9.22K ﹤0.01% 287
2025
Q1 		$11.5K Buy
+61
New +$13K 0.01% 272
2024
Q4 		– Sell
-347
Closed -$83.2K – 409
2024
Q3 		$83.2K Sell
347
-3,972
-92% -$912K 0.04% 220
2024
Q2 		$1.07M Sell
4,319
-339
-7% -$77.6K 0.21% 113
2024
Q1 		$1.05M Buy
4,658
+2,915
+167% +$606K 0.22% 116
2023
Q4 		$335K Sell
1,743
-360
-17% -$60.4K 0.08% 295
2023
Q3 		$356K Hold
2,103
– – 0.08% 259
2023
Q2 		$356K Sell
2,103
-102
-5% -$15.3K 0.08% 268
2023
Q1 		$327K Sell
2,205
-75
-3% -$10.2K 0.08% 277
2022
Q4 		$264K Sell
2,280
-42
-2% -$4.88K 0.06% 327
2022
Q3 		$247K Sell
2,322
-15
-0.6% -$1.88K 0.06% 320
2022
Q2 		$263K Buy
2,337
+216
+10% +$29.1K 0.06% 296
2022
Q1 		$335K Sell
2,121
-198
-9% -$31.7K 0.07% 284
2021
Q4 		$419K Sell
2,319
-213
-8% -$35.7K 0.09% 244
2021
Q3 		$376K Buy
2,532
+198
+8% +$30.1K 0.09% 255
2021
Q2 		$353K Buy
2,334
+549
+31% +$78.6K 0.08% 261
2021
Q1 		$252K Buy
+1,785
New +$244K 0.07% 307

Other funds holding SOXX

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
VAM
VMS Asset Management Hong Kong $264M AUM 207.42% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Realta Investment Advisors's SOXX Position: Q3 2026 in Review

Realta Investment Advisors reduced its iShares Semiconductor ETF (SOXX) stake by 2.4% in Q3 2026, selling an estimated $2.14K and leaving 162 shares worth $92K. The position accounts for 0.03% of the portfolio, ranked #240.

Realta Investment Advisors first reported a position in SOXX in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.07M in Q2 2024. 154 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Realta Investment Advisors held 162 shares of iShares Semiconductor ETF worth $92K as of Q3 2026.
  • Realta Investment Advisors sold 4 iShares Semiconductor ETF shares in Q3 2026, an estimated $2.14K.
  • iShares Semiconductor ETF made up 0.03% of Realta Investment Advisors's portfolio in Q3 2026, its #240 holding.
  • Realta Investment Advisors first reported a position in iShares Semiconductor ETF in Q1 2021 and has held it in 22 quarters since.
  • Realta Investment Advisors's iShares Semiconductor ETF position peaked at $1.07M in Q2 2024.
  • 154 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.