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 Q2	$7.87M	Sell	12,286 -3,464	-22%	-$1.76M	2.76%	9
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 $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Midwest Financial Group's SOXX Position: Q2 2026 in Review

Midwest Financial Group reduced its iShares Semiconductor ETF (SOXX) stake by 22% in Q2 2026, selling an estimated $1.76M and leaving 12,286 shares worth $7.87M. The position accounts for 2.76% of the portfolio, ranked #9.

Midwest Financial Group first reported a position in SOXX in Q1 2024 and has held it in 10 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Midwest Financial Group held 12,286 shares of iShares Semiconductor ETF worth $7.87M as of Q2 2026.
Midwest Financial Group sold 3,464 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.76M.
iShares Semiconductor ETF made up 2.76% of Midwest Financial Group's portfolio in Q2 2026, its #9 holding.
Midwest Financial Group first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.