Duncker Streett & Co’s iShares Semiconductor ETF SOXX Stock Holding History

Duncker Streett & Co’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
2025 Q4	–	Sell	-395	Closed	-$107K	–	546
2025 Q3	$107K	Hold	395	–	–	0.02%	274
2025 Q2	$94.3K	Hold	395	–	–	0.02%	277
2025 Q1	$74.3K	Hold	395	–	–	0.01%	285
2024 Q4	$85.1K	Hold	395	–	–	0.02%	281
2024 Q3	$91.1K	Hold	395	–	–	0.02%	284
2024 Q2	$97.4K	Buy	395 +245	+163%	+$56.1K	0.02%	277
2024 Q1	$33.9K	Buy	+150	New	+$31.2K	0.01%	340
2022 Q1	–	Sell	-600	Closed	-$108K	–	518
2021 Q4	$108K	Hold	600	–	–	0.02%	287
2021 Q3	$89K	Sell	600 -375	-38%	-$57K	0.02%	297
2021 Q2	$148K	Hold	975	–	–	0.03%	255
2021 Q1	$138K	Hold	975	–	–	0.03%	266
2020 Q4	$123K	Hold	975	–	–	0.02%	267
2020 Q3	$99K	Hold	975	–	–	0.02%	271
2020 Q2	$88K	Buy	975 +75	+8%	+$6.06K	0.02%	282
2020 Q1	$62K	Buy	900 +600	+200%	+$47.5K	0.02%	311
2019 Q4	$25K	Buy	+300	New	+$23.1K	0.01%	411

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

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

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

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Duncker Streett & Co's SOXX Position: Q4 2025 in Review

Duncker Streett & Co sold out of iShares Semiconductor ETF (SOXX) in Q4 2025, closing a stake of 395 shares — an estimated $107K sold.

Duncker Streett & Co first reported a position in SOXX in Q4 2019 and held it in 16 quarters. The position peaked at $148K in Q2 2021. 877 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

Duncker Streett & Co reported no remaining iShares Semiconductor ETF position as of Q4 2025 after selling out during the quarter.
Duncker Streett & Co sold 395 iShares Semiconductor ETF shares in Q4 2025, an estimated $107K.
Duncker Streett & Co first reported a position in iShares Semiconductor ETF in Q4 2019 and held it in 16 quarters.
Duncker Streett & Co's iShares Semiconductor ETF position peaked at $148K in Q2 2021.
877 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on Duncker Streett & Co's 13F filing for Q4 2025, filed 27 Jan 2026.