Valley Wealth Managers
SOXX icon

Valley Wealth Managers’s iShares Semiconductor ETF SOXX Stock Holding History

Valley Wealth Managers’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 		$14.9M Buy
26,200
+4,145
+19% +$2.22M 0.85% 46
2026
Q2 		$14.1M Buy
22,055
+10,597
+92% +$5.38M 0.82% 44
2026
Q1 		$3.77M Buy
11,458
+1,281
+13% +$437K 0.24% 96
2025
Q4 		$3.06M Sell
10,177
-1,456
-13% -$429K 0.2% 106
2025
Q3 		$3.15M Buy
11,633
+2,524
+28% +$630K 0.21% 101
2025
Q2 		$2.17M Buy
9,109
+509
+6% +$102K 0.16% 109
2025
Q1 		$1.62M Sell
8,600
-1,132
-12% -$242K 0.12% 118
2024
Q4 		$2.1M Buy
9,732
+224
+2% +$50K 0.16% 108
2024
Q3 		$2.19M Sell
9,508
-81
-0.8% -$18.6K 0.16% 106
2024
Q2 		$2.37M Sell
9,589
-37,180
-79% -$8.51M 0.19% 106
2024
Q1 		$10.6M Sell
46,769
-5,527
-11% -$1.15M 0.8% 46
2023
Q4 		$10M Sell
52,296
-1,101
-2% -$185K 0.78% 48
2023
Q3 		$8.43M Buy
+53,397
New +$8.89M 0.7% 48

Other funds holding SOXX

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Valley Wealth Managers's SOXX Position: Q3 2026 in Review

Valley Wealth Managers increased its iShares Semiconductor ETF (SOXX) stake by 19% in Q3 2026, buying an estimated $2.22M and bringing the position to 26,200 shares worth $14.9M. The position accounts for 0.85% of the portfolio, ranked #46.

Valley Wealth Managers first reported a position in SOXX in Q3 2023 and has held it in 13 quarters since. 411 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Valley Wealth Managers held 26,200 shares of iShares Semiconductor ETF worth $14.9M as of Q3 2026.
  • Valley Wealth Managers bought 4,145 iShares Semiconductor ETF shares in Q3 2026, an estimated $2.22M.
  • iShares Semiconductor ETF made up 0.85% of Valley Wealth Managers's portfolio in Q3 2026, its #46 holding.
  • Valley Wealth Managers first reported a position in iShares Semiconductor ETF in Q3 2023 and has held it in 13 quarters since.
  • 411 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.