Keebeck Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Keebeck Wealth Management’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 Q1	$227K	Hold	690	–	–	0.03%	385
2025 Q4	$208K	Buy	+690	New	+$203K	0.02%	355
2025 Q1	–	Sell	-1,620	Closed	-$349K	–	292
2024 Q4	$349K	Hold	1,620	–	–	0.05%	196
2024 Q3	$374K	Hold	1,620	–	–	0.05%	194
2024 Q2	$400K	Hold	1,620	–	–	0.06%	192
2024 Q1	$366K	Hold	1,620	–	–	0.05%	214
2023 Q4	$311K	Hold	1,620	–	–	0.05%	215
2023 Q3	$257K	Hold	1,620	–	–	0.04%	227
2023 Q2	$274K	Hold	1,620	–	–	0.04%	229
2023 Q1	$240K	Buy	+1,620	New	+$221K	0.04%	228
2022 Q4	–	Sell	-1,905	Closed	-$202K	–	249
2022 Q3	$202K	Buy	+1,905	New	+$239K	0.04%	222
2020 Q3	–	Sell	-810	Closed	-$73K	–	331
2020 Q2	$73K	Buy	+810	New	+$65.5K	0.02%	194
2020 Q1	–	Sell	-810	Closed	-$67K	–	305
2019 Q4	$67K	Buy	+810	New	+$62.3K	0.02%	203

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Keebeck Wealth Management's SOXX Position: Q1 2026 in Review

Keebeck Wealth Management held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 690 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #385.

Keebeck Wealth Management first reported a position in SOXX in Q4 2019 and has held it in 13 quarters since. The position peaked at $400K in Q2 2024. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Keebeck Wealth Management held 690 shares of iShares Semiconductor ETF worth $227K as of Q1 2026.
Keebeck Wealth Management left its iShares Semiconductor ETF share count unchanged in Q1 2026.
iShares Semiconductor ETF made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #385 holding.
Keebeck Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 13 quarters since.
Keebeck Wealth Management's iShares Semiconductor ETF position peaked at $400K in Q2 2024.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.