LRI Investments’s iShares Semiconductor ETF SOXX Stock Holding History

LRI Investments’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	$684K	Hold	1,068	–	–	0.06%	158
2026 Q1	$351K	Hold	1,068	–	–	0.03%	218
2025 Q4	$322K	Hold	1,068	–	–	0.03%	219
2025 Q3	$290K	Hold	1,068	–	–	0.02%	244
2025 Q2	$255K	Hold	1,068	–	–	0.02%	249
2025 Q1	$201K	Hold	1,068	–	–	0.02%	260
2024 Q4	$230K	Hold	1,068	–	–	0.02%	241
2024 Q3	$233K	Buy	1,068 +918	+612%	+$211K	0.02%	244
2024 Q2	$37K	Hold	150	–	–	﹤0.01%	515
2024 Q1	$33.9K	Buy	+150	New	+$31.2K	0.01%	308

Other funds holding SOXX

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LRI Investments's SOXX Position: Q2 2026 in Review

LRI Investments held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 1,068 shares worth $684K. The position accounts for 0.06% of the portfolio, ranked #158.

LRI Investments first reported a position in SOXX in Q1 2024 and has held it in 10 quarters since. 514 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

LRI Investments held 1,068 shares of iShares Semiconductor ETF worth $684K as of Q2 2026.
LRI Investments left its iShares Semiconductor ETF share count unchanged in Q2 2026.
iShares Semiconductor ETF made up 0.06% of LRI Investments's portfolio in Q2 2026, its #158 holding.
LRI Investments first reported a position in iShares Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
514 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.