World Equity Group’s iShares Semiconductor ETF SOXX Stock Holding History

World Equity Group’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	$625K	Buy	1,099 +492	+81%	+$263K	0.26%	83
2026 Q2	$389K	Buy	+607	New	+$308K	0.09%	260
2025 Q1	–	Sell	-1,434	Closed	-$309K	–	364
2024 Q4	$309K	Buy	+1,434	New	+$320K	0.07%	262
2024 Q1	–	Sell	-1,464	Closed	-$281K	–	360
2023 Q4	$281K	Buy	1,464 +30	+2%	+$5.03K	0.06%	263
2023 Q3	$226K	Buy	+1,434	New	+$239K	0.05%	301
2023 Q2	–	Sell	-1,680	Closed	-$230K	–	530
2023 Q1	$230K	Sell	1,680 -435	-21%	-$59.3K	0.03%	431
2022 Q4	$245K	Sell	2,115 -138	-6%	-$16K	0.06%	292
2022 Q3	$239K	Sell	2,253 -24	-1%	-$3.01K	0.06%	279
2022 Q2	$265K	Buy	+2,277	New	+$307K	0.07%	274

Other funds holding SOXX

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

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

World Equity Group's SOXX Position: Q3 2026 in Review

World Equity Group increased its iShares Semiconductor ETF (SOXX) stake by 81% in Q3 2026, buying an estimated $263K and bringing the position to 1,099 shares worth $625K. The position accounts for 0.26% of the portfolio, ranked #83.

World Equity Group first reported a position in SOXX in Q2 2022 and has held it in 9 quarters since. 357 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

World Equity Group held 1,099 shares of iShares Semiconductor ETF worth $625K as of Q3 2026.
World Equity Group bought 492 iShares Semiconductor ETF shares in Q3 2026, an estimated $263K.
iShares Semiconductor ETF made up 0.26% of World Equity Group's portfolio in Q3 2026, its #83 holding.
World Equity Group first reported a position in iShares Semiconductor ETF in Q2 2022 and has held it in 9 quarters since.
357 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.