Yarger Wealth Strategies’s iShares Semiconductor ETF SOXX Stock Holding History

Yarger Wealth Strategies’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 Q2	$556K	Buy	957 +10	+1%	+$5.08K	0.2%	78
2026 Q1	$311K	Buy	947 +1	+0.1%	+$341	0.13%	99
2025 Q4	$285K	Buy	946 +1	+0.1%	+$295	0.12%	98
2025 Q3	$256K	Buy	945 +1	+0.1%	+$249	0.12%	104
2025 Q2	$225K	Buy	+944	New	+$189K	0.12%	103
2025 Q1	–	Sell	-990	Closed	-$213K	–	100
2024 Q4	$213K	Buy	990 +1	+0.1%	+$223	0.12%	84
2024 Q3	$228K	Buy	989 +3	+0.3%	+$689	0.13%	87
2024 Q2	$243K	Buy	986 +45	+5%	+$10.3K	0.15%	74
2024 Q1	$213K	Buy	+941	New	+$196K	0.14%	75

Other funds holding SOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return