SYM Financial Corp’s iShares Semiconductor ETF SOXX Stock Holding History

SYM Financial Corp’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	$47.3K	Hold	249	–	–	﹤0.01%	474
2026 Q2	$53.3K	Hold	249	–	–	﹤0.01%	433
2026 Q1	$27.4K	Hold	249	–	–	﹤0.01%	381
2025 Q4	$25.1K	Hold	249	–	–	﹤0.01%	386
2025 Q3	$22.6K	Hold	249	–	–	﹤0.01%	380
2025 Q2	$19.9K	Hold	249	–	–	﹤0.01%	385
2025 Q1	$15.6K	Hold	249	–	–	﹤0.01%	331
2024 Q4	$17.9K	Hold	249	–	–	﹤0.01%	305
2024 Q3	$19.1K	Hold	249	–	–	﹤0.01%	244
2024 Q2	$20.4K	Buy	+249	New	+$19K	﹤0.01%	230
2020 Q1	–	Sell	-189	Closed	-$5K	–	88
2019 Q4	$5K	Buy	+189	New	+$4.84K	﹤0.01%	91

Other funds holding SOXX

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

SYM Financial Corp's SOXX Position: Q3 2026 in Review

SYM Financial Corp held its iShares Semiconductor ETF (SOXX) position steady in Q3 2026 at 249 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

SYM Financial Corp first reported a position in SOXX in Q4 2019 and has held it in 11 quarters since. The position peaked at $53.3K in Q2 2026. 687 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

SYM Financial Corp held 249 shares of iShares Semiconductor ETF worth $47.3K as of Q3 2026.
SYM Financial Corp left its iShares Semiconductor ETF share count unchanged in Q3 2026.
iShares Semiconductor ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #474 holding.
SYM Financial Corp first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 11 quarters since.
SYM Financial Corp's iShares Semiconductor ETF position peaked at $53.3K in Q2 2026.
687 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.