Lindbrook Capital
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Lindbrook Capital’s iShares Semiconductor ETF SOXX Stock Holding History

Lindbrook Capital’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 		$5.13M Sell
81,768
-699
-0.8% -$49.8K 0.47% 31
2024
Q4 		$5.92M Sell
82,467
-1,851
-2% -$138K 0.53% 31
2024
Q3 		$6.48M Sell
84,318
-3,153
-4% -$241K 0.57% 29
2024
Q2 		$7.19M Sell
87,471
-13,833
-14% -$1.06M 0.68% 23
2024
Q1 		$7.63M Sell
101,304
-1,692
-2% -$117K 0.71% 23
2023
Q4 		$6.59M Sell
102,996
-540
-0.5% -$30.2K 0.66% 28
2023
Q3 		$5.45M Sell
103,536
-108
-0.1% -$6K 0.61% 28
2023
Q2 		$5.84M Buy
103,644
+504
+0.5% +$25.2K 0.62% 26
2023
Q1 		$5.1M Buy
103,140
+1,242
+1% +$56.4K 0.6% 27
2022
Q4 		$3.94M Buy
101,898
+95,004
+1,378% +$3.68M 0.49% 43
2022
Q3 		$244K Hold
6,894
– – 0.04% 237
2022
Q2 		$268K Sell
6,894
-900
-12% -$40.5K 0.04% 228
2022
Q1 		$410K Buy
7,794
+900
+13% +$48K 0.06% 183
2021
Q4 		$415K Buy
6,894
+2,925
+74% +$164K 0.06% 185
2021
Q3 		$197K Buy
3,969
+675
+20% +$34.2K 0.05% 149
2021
Q2 		$166K Hold
3,294
– – 0.04% 200
2021
Q1 		$155K Buy
+3,294
New +$150K 0.03% 193

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lindbrook Capital's SOXX Position: Q1 2025 in Review

Lindbrook Capital reduced its iShares Semiconductor ETF (SOXX) stake by 0.85% in Q1 2025, selling an estimated $49.8K and leaving 81,768 shares worth $5.13M. The position accounts for 0.47% of the portfolio, ranked #31.

Lindbrook Capital first reported a position in SOXX in Q1 2021 and has held it in 17 quarters since. The position peaked at $7.63M in Q1 2024. 722 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

  • Lindbrook Capital held 81,768 shares of iShares Semiconductor ETF worth $5.13M as of Q1 2025.
  • Lindbrook Capital sold 699 iShares Semiconductor ETF shares in Q1 2025, an estimated $49.8K.
  • iShares Semiconductor ETF made up 0.47% of Lindbrook Capital's portfolio in Q1 2025, its #31 holding.
  • Lindbrook Capital first reported a position in iShares Semiconductor ETF in Q1 2021 and has held it in 17 quarters since.
  • Lindbrook Capital's iShares Semiconductor ETF position peaked at $7.63M in Q1 2024.
  • 722 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.