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Kelly Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History

Kelly Financial Services’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 		$484K Sell
756
-34
-4% -$17.3K 0.1% 71
2026
Q1 		$259K Sell
790
-143
-15% -$48.8K 0.06% 107
2025
Q4 		$281K Sell
933
-24,499
-96% -$7.22M 0.07% 94
2025
Q3 		$6.9M Sell
25,432
-1,108
-4% -$276K 1.79% 17
2025
Q2 		$6.33M Buy
26,540
+1,476
+6% +$296K 1.87% 18
2025
Q1 		$4.72M Buy
25,064
+1,782
+8% +$380K 1.64% 18
2024
Q4 		$5.02M Buy
23,282
+1,026
+5% +$229K 1.81% 13
2024
Q3 		$5.13M Buy
22,256
+958
+4% +$220K 1.88% 13
2024
Q2 		$5.25M Sell
21,298
-1,397
-6% -$320K 1.88% 12
2024
Q1 		$5.13M Sell
22,695
-1,395
-6% -$290K 1.96% 11
2023
Q4 		$4.63M Buy
24,090
+720
+3% +$121K 1.87% 11
2023
Q3 		$3.69M Buy
23,370
+969
+4% +$161K 1.69% 13
2023
Q2 		$3.79M Buy
22,401
+1,671
+8% +$251K 1.79% 10
2023
Q1 		$3.07M Buy
20,730
+20,700
+69,000% +$2.82M 1.55% 14
2022
Q4 		$3.48K Buy
+30
New +$3.48K ﹤0.01% 447

Other funds holding SOXX

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kelly Financial Services's SOXX Position: Q2 2026 in Review

Kelly Financial Services reduced its iShares Semiconductor ETF (SOXX) stake by 4.3% in Q2 2026, selling an estimated $17.3K and leaving 756 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #71.

Kelly Financial Services first reported a position in SOXX in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.9M in Q3 2025. 472 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Kelly Financial Services held 756 shares of iShares Semiconductor ETF worth $484K as of Q2 2026.
  • Kelly Financial Services sold 34 iShares Semiconductor ETF shares in Q2 2026, an estimated $17.3K.
  • iShares Semiconductor ETF made up 0.1% of Kelly Financial Services's portfolio in Q2 2026, its #71 holding.
  • Kelly Financial Services first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 15 quarters since.
  • Kelly Financial Services's iShares Semiconductor ETF position peaked at $6.9M in Q3 2025.
  • 472 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.