Midwest Trust’s iShares Semiconductor ETF SOXX Stock Holding History

Midwest Trust’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 Q3	$2.02M	Sell	10,677 -45	-0.4%	-$8.03K	0.02%	301
2026 Q2	$2.29M	Hold	10,722	–	–	0.03%	289
2026 Q1	$1.17M	Hold	10,722	–	–	0.01%	338
2025 Q4	$1.08M	Hold	10,722	–	–	0.01%	333
2025 Q3	$969K	Sell	10,722 -486	-4%	-$40.4K	0.01%	350
2025 Q2	$892K	Buy	+11,208	New	+$749K	0.01%	355

Other funds holding SOXX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Midwest Trust's SOXX Position: Q3 2026 in Review

Midwest Trust reduced its iShares Semiconductor ETF (SOXX) stake by 0.42% in Q3 2026, selling an estimated $8.03K and leaving 10,677 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #301.

Midwest Trust first reported a position in SOXX in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.29M in Q2 2026. 698 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

Midwest Trust held 10,677 shares of iShares Semiconductor ETF worth $2.02M as of Q3 2026.
Midwest Trust sold 45 iShares Semiconductor ETF shares in Q3 2026, an estimated $8.03K.
iShares Semiconductor ETF made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #301 holding.
Midwest Trust first reported a position in iShares Semiconductor ETF in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's iShares Semiconductor ETF position peaked at $2.29M in Q2 2026.
698 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.