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Keystone Financial Group (Kentucky)’s iShares Semiconductor ETF SOXX Stock Holding History

Keystone Financial Group (Kentucky)’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 		$2.22M Buy
6,747
+1,310
+24% +$447K 0.15% 118
2025
Q4 		$1.64M Buy
5,437
+653
+14% +$193K 0.12% 121
2025
Q3 		$1.3M Buy
4,784
+35
+0.7% +$8.73K 0.1% 132
2025
Q2 		$1.13M Sell
4,749
-866
-15% -$174K 0.1% 141
2025
Q1 		$1.06M Buy
5,615
+518
+10% +$111K 0.11% 138
2024
Q4 		$1.1M Buy
5,097
+1
+0% +$223 0.11% 130
2024
Q3 		$1.18M Buy
+5,096
New +$1.17M 0.15% 103
2024
Q2 		– Sell
-4,672
Closed -$1.06M – 281
2024
Q1 		$1.06M Sell
4,672
-68
-1% -$14.1K 0.15% 103
2023
Q4 		$911K Buy
4,740
+123
+3% +$20.6K 0.16% 101
2023
Q3 		$729K Buy
4,617
+474
+11% +$78.9K 0.12% 120
2023
Q2 		$701K Buy
+4,143
New +$621K 0.12% 125
2022
Q4 		$391K Sell
3,369
-537
-14% -$62.3K 0.08% 176
2022
Q3 		$415K Buy
3,906
+426
+12% +$53.4K 0.08% 162
2022
Q2 		$406K Sell
3,480
-360
-9% -$48.5K 0.08% 170
2022
Q1 		$606K Buy
3,840
+522
+16% +$83.6K 0.1% 142
2021
Q4 		$600K Buy
3,318
+1,677
+102% +$281K 0.1% 147
2021
Q3 		$244K Buy
+1,641
New +$249K 0.04% 260

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SOXX Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares Semiconductor ETF (SOXX) stake by 24% in Q1 2026, buying an estimated $447K and bringing the position to 6,747 shares worth $2.22M. The position accounts for 0.15% of the portfolio, ranked #118.

Keystone Financial Group (Kentucky) first reported a position in SOXX in Q3 2021 and has held it in 17 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 6,747 shares of iShares Semiconductor ETF worth $2.22M as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 1,310 iShares Semiconductor ETF shares in Q1 2026, an estimated $447K.
  • iShares Semiconductor ETF made up 0.15% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #118 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Semiconductor ETF in Q3 2021 and has held it in 17 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.