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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
Q2 		$714K Sell
1,114
-150
-12% -$76.2K 0.04% 207
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 $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

McKinley Carter Wealth Services's SOXX Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its iShares Semiconductor ETF (SOXX) stake by 12% in Q2 2026, selling an estimated $76.2K and leaving 1,114 shares worth $714K. The position accounts for 0.04% of the portfolio, ranked #207.

McKinley Carter Wealth Services first reported a position in SOXX in Q1 2023 and has held it in 14 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • McKinley Carter Wealth Services held 1,114 shares of iShares Semiconductor ETF worth $714K as of Q2 2026.
  • McKinley Carter Wealth Services sold 150 iShares Semiconductor ETF shares in Q2 2026, an estimated $76.2K.
  • iShares Semiconductor ETF made up 0.04% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #207 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Semiconductor ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.