Lowery Thomas LLC’s iShares Semiconductor ETF SOXX Stock Holding History

Lowery Thomas LLC’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	$794K	Buy	1,240 +1	+0.1%	+$508	0.39%	43
2026 Q1	$407K	Sell	1,239 -99	-7%	-$33.8K	0.23%	47
2025 Q4	$403K	Sell	1,338 -18	-1%	-$5.31K	0.23%	47
2025 Q3	$368K	Buy	1,356 +2	+0.1%	+$499	0.21%	47
2025 Q2	$323K	Buy	1,354 +3	+0.2%	+$601	0.21%	47
2025 Q1	$254K	Buy	1,351 +402	+42%	+$85.8K	0.17%	52
2024 Q4	$204K	Buy	949 +2	+0.2%	+$446	0.13%	56
2024 Q3	$218K	Buy	947 +77	+9%	+$17.7K	0.15%	50
2024 Q2	$215K	Sell	870 -29	-3%	-$6.64K	0.16%	45
2024 Q1	$203K	Buy	+899	New	+$187K	0.16%	45
2022 Q3	–	Sell	-2,103	Closed	-$245K	–	43
2022 Q2	$245K	Buy	+2,103	New	+$284K	0.23%	43

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lowery Thomas LLC's SOXX Position: Q2 2026 in Review

Lowery Thomas LLC increased its iShares Semiconductor ETF (SOXX) stake by 0.08% in Q2 2026, buying an estimated $508 and bringing the position to 1,240 shares worth $794K. The position accounts for 0.39% of the portfolio, ranked #43.

Lowery Thomas LLC first reported a position in SOXX in Q2 2022 and has held it in 11 quarters since. 1,184 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Lowery Thomas LLC held 1,240 shares of iShares Semiconductor ETF worth $794K as of Q2 2026.
Lowery Thomas LLC bought 1 iShares Semiconductor ETF share in Q2 2026, an estimated $508.
iShares Semiconductor ETF made up 0.39% of Lowery Thomas LLC's portfolio in Q2 2026, its #43 holding.
Lowery Thomas LLC first reported a position in iShares Semiconductor ETF in Q2 2022 and has held it in 11 quarters since.
1,184 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.