BFC Planning, Inc.’s iShares Semiconductor ETF SOXX Stock Holding History

BFC Planning, Inc.’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	$3.74M	Buy	19,755 +1,440	+8%	+$257K	0.15%	144
2026 Q2	$3.91M	Buy	18,315 +7,026	+62%	+$1.19M	0.16%	142
2026 Q1	$1.24M	Sell	11,289 -24	-0.2%	-$2.73K	0.06%	322
2025 Q4	$1.14M	Buy	11,313 +282	+3%	+$27.7K	0.05%	339
2025 Q3	$997K	Sell	11,031 -141	-1%	-$11.7K	0.07%	233
2025 Q2	$889K	Buy	11,172 +1,014	+10%	+$67.7K	0.07%	244
2025 Q1	$637K	Sell	10,158 -177	-2%	-$12.6K	0.06%	287
2024 Q4	$742K	Buy	10,335 +408	+4%	+$30.3K	0.06%	257
2024 Q3	$763K	Buy	+9,927	New	+$760K	0.07%	247

Other funds holding SOXX

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BFC Planning, Inc.'s SOXX Position: Q3 2026 in Review

BFC Planning, Inc. increased its iShares Semiconductor ETF (SOXX) stake by 7.9% in Q3 2026, buying an estimated $257K and bringing the position to 19,755 shares worth $3.74M. The position accounts for 0.15% of the portfolio, ranked #144.

BFC Planning, Inc. first reported a position in SOXX in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.91M in Q2 2026. 1,072 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

BFC Planning, Inc. held 19,755 shares of iShares Semiconductor ETF worth $3.74M as of Q3 2026.
BFC Planning, Inc. bought 1,440 iShares Semiconductor ETF shares in Q3 2026, an estimated $257K.
iShares Semiconductor ETF made up 0.15% of BFC Planning, Inc.'s portfolio in Q3 2026, its #144 holding.
BFC Planning, Inc. first reported a position in iShares Semiconductor ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s iShares Semiconductor ETF position peaked at $3.91M in Q2 2026.
1,072 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.