SOXX — ISHARES SEMICONDUCTOR ETF

Ownership history in Global Wealth Strategies & Associates  ·  9 quarters on record

This page tracks every 13F SEC filing in which Global Wealth Strategies & Associates reported a position in ISHARES SEMICONDUCTOR ETF (SOXX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.81% (2025 Q4)
Avg. % of fund
0.24%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 10,847 +823 +8.2% 0.81% $3.3M $301.15
2025 Q3 ADDED 10,024 +4,001 +66.4% 0.70% $2.7M $270.72
2025 Q2 ADDED 6,023 +5,563 +1209.3% 0.41% $1.4M $237.85
2025 Q1 UNCHANGED 460 — 0% 0.03% $87K $187.09
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SOXX price (monthly, adj. close)

Other funds also holding SOXX

As of 2025 Q4 — sorted by position size

Legend Financial Advisors, Inc. 3Y 8.85% Anfield Capital Management, LLC 3Y 7.37% Gemsstock Ltd. 3Y 6.83% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 5.66% Chicago Wealth Management, Inc. 3Y 5.57% Avondale Wealth Management 3Y 7Y 5.56% Florin Court Capital LLP 3Y 7Y 4.07% Wall Street Financial Group, Inc. 3.98% Wellspring Financial Advisors, LLC 3Y 3.57% CloudAlpha Capital Management Limited/Hong Kong 3Y 3.28%
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