Values Added Financial
SOXX icon

Values Added Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Values Added Financial’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 		$341K Hold
600
– – 0.12% 99
2026
Q2 		$384K Buy
+600
New +$305K 0.14% 96

Other funds holding SOXX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 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

Values Added Financial's SOXX Position: Q3 2026 in Review

Values Added Financial held its iShares Semiconductor ETF (SOXX) position steady in Q3 2026 at 600 shares worth $341K. The position accounts for 0.12% of the portfolio, ranked #99.

Values Added Financial first reported a position in SOXX in Q2 2026 and has held it in 2 quarters since. The position peaked at $384K in Q2 2026. 499 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Values Added Financial held 600 shares of iShares Semiconductor ETF worth $341K as of Q3 2026.
  • Values Added Financial left its iShares Semiconductor ETF share count unchanged in Q3 2026.
  • iShares Semiconductor ETF made up 0.12% of Values Added Financial's portfolio in Q3 2026, its #99 holding.
  • Values Added Financial first reported a position in iShares Semiconductor ETF in Q2 2026 and has held it in 2 quarters since.
  • Values Added Financial's iShares Semiconductor ETF position peaked at $384K in Q2 2026.
  • 499 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.