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Joseph P. Lucia & Associates’s iShares Semiconductor ETF SOXX Stock Holding History

Joseph P. Lucia & Associates’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 		$3.63M Sell
5,668
-25
-0.4% -$12.7K 1.09% 26
2026
Q1 		$1.87M Buy
5,693
+165
+3% +$56.3K 0.67% 45
2025
Q4 		$1.66M Sell
5,528
-339
-6% -$100K 0.6% 47
2025
Q3 		$1.59M Sell
5,867
-16
-0.3% -$3.99K 0.6% 49
2025
Q2 		$1.4M Buy
5,883
+409
+7% +$82K 0.57% 50
2025
Q1 		$1.03M Sell
5,474
-221
-4% -$47.2K 0.47% 59
2024
Q4 		$1.23M Buy
5,695
+703
+14% +$157K 0.55% 51
2024
Q3 		$1.15M Buy
4,992
+1,075
+27% +$247K 0.53% 53
2024
Q2 		$966K Buy
3,917
+297
+8% +$68K 0.49% 58
2024
Q1 		$818K Buy
3,620
+335
+10% +$69.6K 0.44% 61
2023
Q4 		$631K Hold
3,285
– – 0.39% 62
2023
Q3 		$519K Hold
3,285
– – 0.36% 63
2023
Q2 		$555K Sell
3,285
-21
-0.6% -$3.15K 0.37% 63
2023
Q1 		$490K Sell
3,306
-171
-5% -$23.3K 0.34% 68
2022
Q4 		$403K Hold
3,477
– – 0.3% 79
2022
Q3 		$369K Hold
3,477
– – 0.29% 75
2022
Q2 		$405K Buy
3,477
+96
+3% +$12.9K 0.29% 66
2022
Q1 		$533K Buy
3,381
+168
+5% +$26.9K 0.32% 65
2021
Q4 		$581K Buy
3,213
+150
+5% +$25.2K 0.37% 64
2021
Q3 		$455K Buy
3,063
+228
+8% +$34.7K 0.27% 83
2021
Q2 		$429K Buy
2,835
+27
+1% +$3.86K 0.26% 90
2021
Q1 		$397K Buy
2,808
+150
+6% +$20.5K 0.18% 86
2020
Q4 		$336K Hold
2,658
– – 0.23% 85
2020
Q3 		$270K Buy
2,658
+1,995
+301% +$195K 0.25% 80
2020
Q2 		$60K Buy
+663
New +$53.6K 0.05% 162

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Joseph P. Lucia & Associates's SOXX Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its iShares Semiconductor ETF (SOXX) stake by 0.44% in Q2 2026, selling an estimated $12.7K and leaving 5,668 shares worth $3.63M. The position accounts for 1.09% of the portfolio, ranked #26.

Joseph P. Lucia & Associates first reported a position in SOXX in Q2 2020 and has held it in 25 quarters since. 1,190 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Joseph P. Lucia & Associates held 5,668 shares of iShares Semiconductor ETF worth $3.63M as of Q2 2026.
  • Joseph P. Lucia & Associates sold 25 iShares Semiconductor ETF shares in Q2 2026, an estimated $12.7K.
  • iShares Semiconductor ETF made up 1.09% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #26 holding.
  • Joseph P. Lucia & Associates first reported a position in iShares Semiconductor ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,190 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.