Selective Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Selective Wealth Management's SOXX Position: Q3 2026 in Review

Selective Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 0.49% in Q3 2026, buying an estimated $5.89K and bringing the position to 2,265 shares worth $1.17M. The position accounts for 0.27% of the portfolio, ranked #44.

Selective Wealth Management first reported a position in SOXX in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.35M in Q1 2026. 477 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

• Selective Wealth Management held 2,265 shares of iShares Semiconductor ETF worth $1.17M as of Q3 2026.
• Selective Wealth Management bought 11 iShares Semiconductor ETF shares in Q3 2026, an estimated $5.89K.
• iShares Semiconductor ETF made up 0.27% of Selective Wealth Management's portfolio in Q3 2026, its #44 holding.
• Selective Wealth Management first reported a position in iShares Semiconductor ETF in Q2 2021 and has held it in 16 quarters since.
• Selective Wealth Management's iShares Semiconductor ETF position peaked at $1.35M in Q1 2026.
• 477 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.