Retirement Planning Group (Kansas)’s iShares Semiconductor ETF SOXX Stock Holding History

Retirement Planning Group (Kansas)’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	$861K	Sell	2,619 -1,178	-31%	-$402K	0.03%	221
2025 Q4	$1.14M	Sell	3,797 -879	-19%	-$259K	0.04%	177
2025 Q3	$1.27M	Sell	4,676 -821	-15%	-$205K	0.04%	157
2025 Q2	$1.31M	Sell	5,497 -182	-3%	-$36.5K	0.06%	120
2025 Q1	$1.07M	Sell	5,679 -2,582	-31%	-$551K	0.05%	122
2024 Q4	$1.78M	Sell	8,261 -4,982	-38%	-$1.11M	0.09%	89
2024 Q3	$3.05M	Sell	13,243 -568	-4%	-$130K	0.17%	63
2024 Q2	$3.41M	Buy	13,811 +1,743	+14%	+$399K	0.22%	47
2024 Q1	$2.73M	Buy	+12,068	New	+$2.51M	0.21%	53

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

Retirement Planning Group (Kansas)'s SOXX Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Semiconductor ETF (SOXX) stake by 31% in Q1 2026, selling an estimated $402K and leaving 2,619 shares worth $861K. The position accounts for 0.03% of the portfolio, ranked #221.

Retirement Planning Group (Kansas) first reported a position in SOXX in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.41M in Q2 2024. 926 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Retirement Planning Group (Kansas) held 2,619 shares of iShares Semiconductor ETF worth $861K as of Q1 2026.
Retirement Planning Group (Kansas) sold 1,178 iShares Semiconductor ETF shares in Q1 2026, an estimated $402K.
iShares Semiconductor ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #221 holding.
Retirement Planning Group (Kansas) first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
Retirement Planning Group (Kansas)'s iShares Semiconductor ETF position peaked at $3.41M in Q2 2024.
926 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.