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McKinley Carter Wealth Services’s iShares Semiconductor ETF SOXX Stock Holding History

McKinley Carter Wealth Services’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
Q1 		$415K Buy
1,264
+1
+0.1% +$341 0.02% 232
2025
Q4 		$380K Sell
1,263
-221
-15% -$65.2K 0.02% 250
2025
Q3 		$402K Sell
1,484
-105
-7% -$26.2K 0.02% 241
2025
Q2 		$379K Sell
1,589
-28
-2% -$5.61K 0.02% 241
2025
Q1 		$304K Buy
1,617
+67
+4% +$14.3K 0.02% 256
2024
Q4 		$334K Buy
1,550
+1
+0.1% +$223 0.02% 239
2024
Q3 		$357K Sell
1,549
-60
-4% -$13.8K 0.02% 240
2024
Q2 		$397K Sell
1,609
-16
-1% -$3.66K 0.03% 226
2024
Q1 		$367K Buy
1,625
+2
+0.1% +$416 0.02% 237
2023
Q4 		$312K Buy
1,623
+3
+0.2% +$503 0.02% 247
2023
Q3 		$256K Hold
1,620
– – 0.02% 258
2023
Q2 		$274K Buy
1,620
+3
+0.2% +$450 0.02% 257
2023
Q1 		$240K Buy
+1,617
New +$220K 0.02% 270

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

McKinley Carter Wealth Services's SOXX Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its iShares Semiconductor ETF (SOXX) stake by 0.08% in Q1 2026, buying an estimated $341 and bringing the position to 1,264 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #232.

McKinley Carter Wealth Services first reported a position in SOXX in Q1 2023 and has held it in 13 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • McKinley Carter Wealth Services held 1,264 shares of iShares Semiconductor ETF worth $415K as of Q1 2026.
  • McKinley Carter Wealth Services bought 1 iShares Semiconductor ETF share in Q1 2026, an estimated $341.
  • iShares Semiconductor ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #232 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 13 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.