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 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 $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

Lowery Thomas LLC's SOXX Position: Q1 2026 in Review

Lowery Thomas LLC reduced its iShares Semiconductor ETF (SOXX) stake by 7.4% in Q1 2026, selling an estimated $33.8K and leaving 1,239 shares worth $407K. The position accounts for 0.23% of the portfolio, ranked #47.

Lowery Thomas LLC first reported a position in SOXX in Q2 2022 and has held it in 10 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Lowery Thomas LLC held 1,239 shares of iShares Semiconductor ETF worth $407K as of Q1 2026.
Lowery Thomas LLC sold 99 iShares Semiconductor ETF shares in Q1 2026, an estimated $33.8K.
iShares Semiconductor ETF made up 0.23% of Lowery Thomas LLC's portfolio in Q1 2026, its #47 holding.
Lowery Thomas LLC first reported a position in iShares Semiconductor ETF in Q2 2022 and has held it in 10 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.