KFG Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

KFG Wealth Management’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	$1.23M	Sell	1,924 -1,149	-37%	-$583K	0.14%	79
2026 Q1	$1.01M	Sell	3,073 -434	-12%	-$148K	0.13%	77
2025 Q4	$1.06M	Sell	3,507 -2,469	-41%	-$728K	0.14%	76
2025 Q3	$1.62M	Sell	5,976 -2,354	-28%	-$587K	0.23%	59
2025 Q2	$1.99M	Buy	8,330 +6,795	+443%	+$1.36M	0.32%	49
2025 Q1	$289K	Buy	1,535 +10	+0.7%	+$2.13K	0.05%	161
2024 Q4	$329K	Sell	1,525 -12,190	-89%	-$2.72M	0.06%	133
2024 Q3	$3.16M	Sell	13,715 -2,214	-14%	-$509K	0.69%	34
2024 Q2	$3.93M	Sell	15,929 -1,042	-6%	-$238K	1.56%	19
2024 Q1	$3.83M	Buy	16,971 +15,408	+986%	+$3.2M	1.58%	17
2023 Q4	$300K	Sell	1,563 -390	-20%	-$65.4K	0.14%	101
2023 Q3	$308K	Buy	1,953 +507	+35%	+$84.4K	0.17%	100
2023 Q2	$244K	Sell	1,446 -47,343	-97%	-$7.1M	0.14%	105
2023 Q1	$6.89M	Buy	+48,789	New	+$6.65M	4.77%	7

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

KFG Wealth Management's SOXX Position: Q2 2026 in Review

KFG Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 37% in Q2 2026, selling an estimated $583K and leaving 1,924 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #79.

KFG Wealth Management first reported a position in SOXX in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.89M in Q1 2023. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

KFG Wealth Management held 1,924 shares of iShares Semiconductor ETF worth $1.23M as of Q2 2026.
KFG Wealth Management sold 1,149 iShares Semiconductor ETF shares in Q2 2026, an estimated $583K.
iShares Semiconductor ETF made up 0.14% of KFG Wealth Management's portfolio in Q2 2026, its #79 holding.
KFG Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 14 quarters since.
KFG Wealth Management's iShares Semiconductor ETF position peaked at $6.89M in Q1 2023.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.