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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
Q2 		$4.52M Buy
7,056
+309
+5% +$157K 0.27% 67
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 $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

Keystone Financial Group (Kentucky)'s SOXX Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares Semiconductor ETF (SOXX) stake by 4.6% in Q2 2026, buying an estimated $157K and bringing the position to 7,056 shares worth $4.52M. The position accounts for 0.27% of the portfolio, ranked #67.

Keystone Financial Group (Kentucky) first reported a position in SOXX in Q3 2021 and has held it in 18 quarters since. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 7,056 shares of iShares Semiconductor ETF worth $4.52M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 309 iShares Semiconductor ETF shares in Q2 2026, an estimated $157K.
  • iShares Semiconductor ETF made up 0.27% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #67 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Semiconductor ETF in Q3 2021 and has held it in 18 quarters since.
  • 1,184 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.