Legacy Trust’s iShares Semiconductor ETF SOXX Stock Holding History

Legacy Trust’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 Q3	$335K	Buy	+2,130	New	+$380K	0.06%	177

Other funds holding SOXX

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Legacy Trust's SOXX Position: Q3 2026 in Review

Legacy Trust opened a new position in iShares Semiconductor ETF (SOXX) in Q3 2026: 2,130 shares worth $335K. The stake represents 0.06% of the portfolio and ranks #177 among its holdings.

898 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Legacy Trust held 2,130 shares of iShares Semiconductor ETF worth $335K as of Q3 2026.
iShares Semiconductor ETF was a new Legacy Trust position in Q3 2026.
iShares Semiconductor ETF made up 0.06% of Legacy Trust's portfolio in Q3 2026, its #177 holding.
898 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.