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Kesler Norman & Wride’s iShares Semiconductor ETF SOXX Stock Holding History

Kesler Norman & Wride’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 		$1.62M Buy
2,532
+808
+47% +$410K 0.26% 99
2026
Q1 		$567K Buy
1,724
+1,050
+156% +$358K 0.1% 177
2025
Q4 		$203K Buy
+674
New +$199K 0.03% 232
2024
Q4 		– Sell
-2,731
Closed -$630K – 243
2024
Q3 		$630K Sell
2,731
-1,188
-30% -$273K 0.12% 142
2024
Q2 		$967K Sell
3,919
-233
-6% -$53.3K 0.21% 103
2024
Q1 		$938K Sell
4,152
-1,458
-26% -$303K 0.2% 107
2023
Q4 		$1.08M Buy
5,610
+15
+0.3% +$2.52K 0.25% 98
2023
Q3 		$883K Sell
5,595
-102
-2% -$17K 0.22% 109
2023
Q2 		$963K Sell
5,697
-93
-2% -$13.9K 0.23% 100
2023
Q1 		$858K Sell
5,790
-2,397
-29% -$327K 0.22% 101
2022
Q4 		$950K Sell
8,187
-3,231
-28% -$375K 0.24% 105
2022
Q3 		$1.21M Sell
11,418
-14,856
-57% -$1.86M 0.34% 80
2022
Q2 		$3.06M Sell
26,274
-18,804
-42% -$2.54M 0.85% 51
2022
Q1 		$7.11M Sell
45,078
-1,170
-3% -$187K 1.58% 16
2021
Q4 		$8.36M Buy
46,248
+1,386
+3% +$232K 1.77% 12
2021
Q3 		$6.67M Buy
44,862
+2,385
+6% +$362K 1.57% 20
2021
Q2 		$6.47M Sell
42,477
-12,012
-22% -$1.72M 1.49% 19
2021
Q1 		$7.7M Buy
54,489
+27
+0% +$3.69K 1.91% 5
2020
Q4 		$6.88M Buy
+54,462
New +$6.25M 1.92% 9

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kesler Norman & Wride's SOXX Position: Q2 2026 in Review

Kesler Norman & Wride increased its iShares Semiconductor ETF (SOXX) stake by 47% in Q2 2026, buying an estimated $410K and bringing the position to 2,532 shares worth $1.62M. The position accounts for 0.26% of the portfolio, ranked #99.

Kesler Norman & Wride first reported a position in SOXX in Q4 2020 and has held it in 19 quarters since. The position peaked at $8.36M in Q4 2021. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Kesler Norman & Wride held 2,532 shares of iShares Semiconductor ETF worth $1.62M as of Q2 2026.
  • Kesler Norman & Wride bought 808 iShares Semiconductor ETF shares in Q2 2026, an estimated $410K.
  • iShares Semiconductor ETF made up 0.26% of Kesler Norman & Wride's portfolio in Q2 2026, its #99 holding.
  • Kesler Norman & Wride first reported a position in iShares Semiconductor ETF in Q4 2020 and has held it in 19 quarters since.
  • Kesler Norman & Wride's iShares Semiconductor ETF position peaked at $8.36M in Q4 2021.
  • 1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.