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 Q2	$1.62M	Sell	2,525 -94	-4%	-$47.7K	0.04%	177
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 $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

Retirement Planning Group (Kansas)'s SOXX Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Semiconductor ETF (SOXX) stake by 3.6% in Q2 2026, selling an estimated $47.7K and leaving 2,525 shares worth $1.62M. The position accounts for 0.04% of the portfolio, ranked #177.

Retirement Planning Group (Kansas) first reported a position in SOXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.41M in Q2 2024. 1,186 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Retirement Planning Group (Kansas) held 2,525 shares of iShares Semiconductor ETF worth $1.62M as of Q2 2026.
Retirement Planning Group (Kansas) sold 94 iShares Semiconductor ETF shares in Q2 2026, an estimated $47.7K.
iShares Semiconductor ETF made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #177 holding.
Retirement Planning Group (Kansas) first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
Retirement Planning Group (Kansas)'s iShares Semiconductor ETF position peaked at $3.41M in Q2 2024.
1,186 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.