Lodestar Private Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History

Lodestar Private Asset Management’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 Q1	$659K	Buy	2,006 +26	+1%	+$8.88K	0.07%	136
2025 Q4	$596K	Sell	1,980 -300	-13%	-$88.5K	0.06%	138
2025 Q3	$618K	Hold	2,280	–	–	0.06%	138
2025 Q2	$544K	Buy	2,280 +1	+0%	+$200	0.06%	135
2025 Q1	$429K	Sell	2,279 -155	-6%	-$33.1K	0.05%	149
2024 Q4	$525K	Hold	2,434	–	–	0.07%	136
2024 Q3	$561K	Buy	2,434 +112	+5%	+$25.7K	0.07%	129
2024 Q2	$573K	Hold	2,322	–	–	0.08%	128
2024 Q1	$525K	Buy	2,322 +93	+4%	+$19.3K	0.07%	130
2023 Q4	$428K	Buy	2,229 +54	+2%	+$9.06K	0.07%	136
2023 Q3	$343K	Sell	2,175 -261	-11%	-$43.5K	0.06%	146
2023 Q2	$412K	Hold	2,436	–	–	0.07%	138
2023 Q1	$361K	Hold	2,436	–	–	0.06%	143
2022 Q4	$283K	Buy	+2,436	New	+$283K	0.05%	162

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lodestar Private Asset Management's SOXX Position: Q1 2026 in Review

Lodestar Private Asset Management increased its iShares Semiconductor ETF (SOXX) stake by 1.3% in Q1 2026, buying an estimated $8.88K and bringing the position to 2,006 shares worth $659K. The position accounts for 0.07% of the portfolio, ranked #136.

Lodestar Private Asset Management first reported a position in SOXX in Q4 2022 and has held it in 14 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Lodestar Private Asset Management held 2,006 shares of iShares Semiconductor ETF worth $659K as of Q1 2026.
Lodestar Private Asset Management bought 26 iShares Semiconductor ETF shares in Q1 2026, an estimated $8.88K.
iShares Semiconductor ETF made up 0.07% of Lodestar Private Asset Management's portfolio in Q1 2026, its #136 holding.
Lodestar Private Asset Management first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 14 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.