Kerr Financial Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Kerr Financial Planning’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	$317K	Sell	495 -60	-11%	-$30.5K	0.35%	61
2026 Q1	$242K	Sell	555 -1,042	-65%	-$356K	0.17%	70
2025 Q4	$491K	Buy	1,597 +720	+82%	+$212K	0.66%	34
2025 Q3	$253K	Buy	+877	New	+$219K	0.36%	59

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kerr Financial Planning's SOXX Position: Q2 2026 in Review

Kerr Financial Planning reduced its iShares Semiconductor ETF (SOXX) stake by 11% in Q2 2026, selling an estimated $30.5K and leaving 495 shares worth $317K. The position accounts for 0.35% of the portfolio, ranked #61.

Kerr Financial Planning first reported a position in SOXX in Q3 2025 and has held it in 4 quarters since. The position peaked at $491K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Kerr Financial Planning held 495 shares of iShares Semiconductor ETF worth $317K as of Q2 2026.
Kerr Financial Planning sold 60 iShares Semiconductor ETF shares in Q2 2026, an estimated $30.5K.
iShares Semiconductor ETF made up 0.35% of Kerr Financial Planning's portfolio in Q2 2026, its #61 holding.
Kerr Financial Planning first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's iShares Semiconductor ETF position peaked at $491K in Q4 2025.
1,180 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.