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

Root 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	$2.44M	Sell	12,891 -177	-1%	-$31.6K	0.08%	74
2026 Q2	$2.79M	Sell	13,068 -357	-3%	-$60.4K	0.11%	58
2026 Q1	$1.47M	Buy	13,425 +4,767	+55%	+$542K	0.07%	79
2025 Q4	$869K	Buy	8,658 +7,299	+537%	+$717K	0.04%	105
2025 Q3	$123K	Buy	+1,359	New	+$113K	0.01%	380

Other funds holding SOXX

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 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

Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Root Financial Partners reduced its iShares Semiconductor ETF (SOXX) stake by 1.4% in Q3 2026, selling an estimated $31.6K and leaving 12,891 shares worth $2.44M. The position accounts for 0.08% of the portfolio, ranked #74.

Root Financial Partners first reported a position in SOXX in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.79M in Q2 2026. 799 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Root Financial Partners held 12,891 shares of iShares Semiconductor ETF worth $2.44M as of Q3 2026.
Root Financial Partners sold 177 iShares Semiconductor ETF shares in Q3 2026, an estimated $31.6K.
iShares Semiconductor ETF made up 0.08% of Root Financial Partners's portfolio in Q3 2026, its #74 holding.
Root Financial Partners first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 5 quarters since.
Root Financial Partners's iShares Semiconductor ETF position peaked at $2.79M in Q2 2026.
799 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.