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KKM Financial’s iShares Semiconductor ETF SOXX Stock Holding History

KKM Financial’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 		$9.47M Sell
14,772
-506
-3% -$257K 1.3% 28
2026
Q1 		$4.6M Hold
15,278
– – 0.82% 57
2025
Q4 		$4.6M Buy
15,278
+3,599
+31% +$1.06M 0.82% 57
2025
Q3 		$3.17M Sell
11,679
-568
-5% -$142K 1% 49
2025
Q2 		$2.93M Sell
12,247
-5,603
-31% -$1.12M 1.02% 43
2025
Q1 		$3.37M Sell
17,850
-1,939
-10% -$414K 1.43% 16
2024
Q4 		$4.27M Buy
19,789
+379
+2% +$84.5K 1.78% 10
2024
Q3 		$4.48M Sell
19,410
-4,253
-18% -$977K 2.21% 5
2024
Q2 		$6.75M Sell
23,663
-5,072
-18% -$1.16M 3.2% 2
2024
Q1 		$6.49M Buy
28,735
+12,478
+77% +$2.59M 3.16% 2
2023
Q4 		$3.12M Buy
+16,257
New +$2.73M 1.97% 7

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

KKM Financial's SOXX Position: Q2 2026 in Review

KKM Financial reduced its iShares Semiconductor ETF (SOXX) stake by 3.3% in Q2 2026, selling an estimated $257K and leaving 14,772 shares worth $9.47M. The position accounts for 1.3% of the portfolio, ranked #28.

KKM Financial first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • KKM Financial held 14,772 shares of iShares Semiconductor ETF worth $9.47M as of Q2 2026.
  • KKM Financial sold 506 iShares Semiconductor ETF shares in Q2 2026, an estimated $257K.
  • iShares Semiconductor ETF made up 1.3% of KKM Financial's portfolio in Q2 2026, its #28 holding.
  • KKM Financial first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.