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McDonald Partners’s iShares Semiconductor ETF SOXX Stock Holding History

McDonald Partners’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 		$28.2K Buy
+44
New +$22.3K 0.01% 373
2022
Q1 		– Sell
-7,305
Closed -$1.32M – 623
2021
Q4 		$1.32M Buy
+7,305
New +$1.23M 1.22% 24

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

McDonald Partners's SOXX Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares Semiconductor ETF (SOXX) in Q2 2026: 44 shares worth $28.2K. The stake represents 0.01% of the portfolio and ranks #373 among its holdings. This is a return to the name: McDonald Partners previously reported a position in SOXX as recently as Q4 2021.

McDonald Partners first reported a position in SOXX in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.32M in Q4 2021. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • McDonald Partners held 44 shares of iShares Semiconductor ETF worth $28.2K as of Q2 2026.
  • iShares Semiconductor ETF was a new McDonald Partners position in Q2 2026.
  • iShares Semiconductor ETF made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #373 holding.
  • McDonald Partners first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 2 quarters since.
  • McDonald Partners's iShares Semiconductor ETF position peaked at $1.32M in Q4 2021.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.