Midwest Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Midwest Financial Group’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	$5.18M	Buy	15,750 +217	+1%	+$74.1K	2.21%	14
2025 Q4	$4.68M	Buy	15,533 +180	+1%	+$53.1K	2.07%	14
2025 Q3	$4.16M	Buy	15,353 +286	+2%	+$71.3K	1.98%	16
2025 Q2	$3.6M	Buy	15,067 +392	+3%	+$78.6K	1.89%	15
2025 Q1	$2.76M	Buy	14,675 +7,728	+111%	+$1.65M	1.6%	19
2024 Q4	$1.5M	Buy	6,947 +303	+5%	+$67.6K	0.86%	34
2024 Q3	$1.53M	Buy	6,644 +487	+8%	+$112K	0.9%	30
2024 Q2	$1.52M	Buy	6,157 +2,981	+94%	+$682K	0.97%	30
2024 Q1	$717K	Buy	+3,176	New	+$660K	0.48%	57

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Midwest Financial Group's SOXX Position: Q1 2026 in Review

Midwest Financial Group increased its iShares Semiconductor ETF (SOXX) stake by 1.4% in Q1 2026, buying an estimated $74.1K and bringing the position to 15,750 shares worth $5.18M. The position accounts for 2.21% of the portfolio, ranked #14.

Midwest Financial Group first reported a position in SOXX in Q1 2024 and has held it in 9 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Midwest Financial Group held 15,750 shares of iShares Semiconductor ETF worth $5.18M as of Q1 2026.
Midwest Financial Group bought 217 iShares Semiconductor ETF shares in Q1 2026, an estimated $74.1K.
iShares Semiconductor ETF made up 2.21% of Midwest Financial Group's portfolio in Q1 2026, its #14 holding.
Midwest Financial Group first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.