LPL Financial’s iShares Semiconductor ETF SOXX Stock Holding History

LPL Financial’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 Q4	–	Sell	-2,000	Closed	-$542K	–	6046
2025 Q3	$542K	Buy	+2,000	New	+$499K	﹤0.01%	4552

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

LPL Financial's SOXX Position: Q1 2026 in Review

LPL Financial increased its iShares Semiconductor ETF (SOXX) stake by 3.5% in Q1 2026, buying an estimated $12.4M and bringing the position to 1,078,141 shares worth $354M. The position accounts for 0.09% of the portfolio, ranked #214.

LPL Financial first reported a position in SOXX in Q2 2013 and has held it in 52 quarters since. 927 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

LPL Financial held 1,078,141 shares of iShares Semiconductor ETF worth $354M as of Q1 2026.
LPL Financial bought 36,358 iShares Semiconductor ETF shares in Q1 2026, an estimated $12.4M.
iShares Semiconductor ETF made up 0.09% of LPL Financial's portfolio in Q1 2026, its #214 holding.
LPL Financial first reported a position in iShares Semiconductor ETF in Q2 2013 and has held it in 52 quarters since.
927 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.