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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
Q2 		$402K Hold
628
– – 0.09% 62
2026
Q1 		$206K Buy
+628
New +$214K 0.05% 88

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MPS Loria Financial Planners's SOXX Position: Q2 2026 in Review

MPS Loria Financial Planners held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 628 shares worth $402K. The position accounts for 0.09% of the portfolio, ranked #62.

MPS Loria Financial Planners first reported a position in SOXX in Q1 2026 and has held it in 2 quarters since. 1,185 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • MPS Loria Financial Planners held 628 shares of iShares Semiconductor ETF worth $402K as of Q2 2026.
  • MPS Loria Financial Planners left its iShares Semiconductor ETF share count unchanged in Q2 2026.
  • iShares Semiconductor ETF made up 0.09% of MPS Loria Financial Planners's portfolio in Q2 2026, its #62 holding.
  • MPS Loria Financial Planners first reported a position in iShares Semiconductor ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,185 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.