A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 13,327 shares of SOXX stock, worth $3.85 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
13,327
Previous 1,794 642.87%
Holding current value
$3.85 Million
Previous $486,000 691.15%
% of portfolio
0.13%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026

BUY
$271.99 - $309.6 $3.14 Million - $3.57 Million
11,533 Added 642.87%
13,327 $3.85 Million
Q3 2025

Oct 21, 2025

BUY
$236.93 - $271.12 $425,052 - $486,389
1,794 New
1,794 $486,000
Q2 2023

Aug 02, 2023

BUY
$401.0 - $516.5 $417,842 - $538,193
1,042 New
1,042 $528,000

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.