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Sims Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

Sims Investment Management’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 		– Sell
-20
Closed -$12.8K – 150
2026
Q2 		$12.8K Buy
+20
New +$10.2K ﹤0.01% 92

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
IFG
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
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 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
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Sims Investment Management's SOXX Position: Q3 2026 in Review

Sims Investment Management sold out of iShares Semiconductor ETF (SOXX) in Q3 2026, closing a stake of 20 shares — an estimated $12.8K sold.

Sims Investment Management first reported a position in SOXX in Q2 2026 and held it in 1 quarter. The position peaked at $12.8K in Q2 2026. 92 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Sims Investment Management reported no remaining iShares Semiconductor ETF position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 20 iShares Semiconductor ETF shares in Q3 2026, an estimated $12.8K.
  • Sims Investment Management first reported a position in iShares Semiconductor ETF in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's iShares Semiconductor ETF position peaked at $12.8K in Q2 2026.
  • 92 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.