L.J. Altfest & Co’s iShares Semiconductor ETF SOXX Stock Holding History

L.J. Altfest & 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 Q1	–	Sell	-13,334	Closed	-$2.87M	–	358
2024 Q4	$2.87M	Buy	13,334 +5,698	+75%	+$1.27M	0.37%	55
2024 Q3	$1.76M	Buy	+7,636	New	+$1.75M	0.23%	77
2021 Q2	–	Sell	-28,230	Closed	-$3.99M	–	295
2021 Q1	$3.99M	Buy	+28,230	New	+$3.86M	0.94%	25
2017 Q3	–	Sell	-11,982	Closed	-$560K	–	149
2017 Q2	$560K	Buy	+11,982	New	+$565K	0.34%	86
2016 Q2	–	Sell	-30,639	Closed	-$936K	–	124
2016 Q1	$936K	Sell	30,639 -210	-0.7%	-$5.89K	0.96%	41
2015 Q4	$924K	Buy	+30,849	New	+$918K	0.9%	43

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

L.J. Altfest & Co's SOXX Position: Q1 2025 in Review

L.J. Altfest & Co sold out of iShares Semiconductor ETF (SOXX) in Q1 2025, closing a stake of 13,334 shares — an estimated $2.87M sold.

L.J. Altfest & Co first reported a position in SOXX in Q4 2015 and held it in 6 quarters. The position peaked at $3.99M in Q1 2021. 716 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

L.J. Altfest & Co reported no remaining iShares Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
L.J. Altfest & Co sold 13,334 iShares Semiconductor ETF shares in Q1 2025, an estimated $2.87M.
L.J. Altfest & Co first reported a position in iShares Semiconductor ETF in Q4 2015 and held it in 6 quarters.
L.J. Altfest & Co's iShares Semiconductor ETF position peaked at $3.99M in Q1 2021.
716 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.