MPS Loria Financial Planners’s iShares Semiconductor ETF SOXX Stock Holding History

MPS Loria Financial Planners’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	$206K	Buy	+628	New	+$214K	0.05%	88

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

MPS Loria Financial Planners's SOXX Position: Q1 2026 in Review

MPS Loria Financial Planners opened a new position in iShares Semiconductor ETF (SOXX) in Q1 2026: 628 shares worth $206K. The stake represents 0.05% of the portfolio and ranks #88 among its holdings.

924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

MPS Loria Financial Planners held 628 shares of iShares Semiconductor ETF worth $206K as of Q1 2026.
iShares Semiconductor ETF was a new MPS Loria Financial Planners position in Q1 2026.
iShares Semiconductor ETF made up 0.05% of MPS Loria Financial Planners's portfolio in Q1 2026, its #88 holding.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.