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Lake Street Advisors Group’s iShares Semiconductor ETF SOXX Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$276K Hold
1,281
– – 0.01% 477
2024
Q3 		$295K Buy
+1,281
New +$294K 0.01% 455
2024
Q1 		– Sell
-1,155
Closed -$222K – 679
2023
Q4 		$222K Buy
+1,155
New +$194K 0.01% 521

Other funds holding SOXX

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Street Advisors Group's SOXX Position: Q4 2024 in Review

Lake Street Advisors Group held its iShares Semiconductor ETF (SOXX) position steady in Q4 2024 at 1,281 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #477.

Lake Street Advisors Group first reported a position in SOXX in Q4 2023 and has held it in 3 quarters since. The position peaked at $295K in Q3 2024. 762 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • Lake Street Advisors Group held 1,281 shares of iShares Semiconductor ETF worth $276K as of Q4 2024.
  • Lake Street Advisors Group left its iShares Semiconductor ETF share count unchanged in Q4 2024.
  • iShares Semiconductor ETF made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #477 holding.
  • Lake Street Advisors Group first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 3 quarters since.
  • Lake Street Advisors Group's iShares Semiconductor ETF position peaked at $295K in Q3 2024.
  • 762 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.