Sigma Planning Corp’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.78M | Sell |
9,648
-693
| -7% | -$124K | 0.05% | 383 |
|
|
2026
Q2 | $2.21M | Sell |
10,341
-1,431
| -12% | -$242K | 0.06% | 335 |
|
|
2026
Q1 | $1.29M | Sell |
11,772
-13,878
| -54% | -$1.58M | 0.04% | 476 |
|
|
2025
Q4 | $2.03M | Buy |
25,650
+804
| +3% | +$79K | 0.06% | 331 |
|
|
2025
Q3 | $2.25M | Sell |
24,846
-4,671
| -16% | -$388K | 0.06% | 295 |
|
|
2025
Q2 | $2.35M | Sell |
29,517
-40,476
| -58% | -$2.7M | 0.07% | 272 |
|
|
2025
Q1 | $4.39M | Sell |
69,993
-447
| -0.6% | -$31.8K | 0.14% | 144 |
|
|
2024
Q4 | $5.06M | Buy |
70,440
+7,827
| +13% | +$582K | 0.16% | 123 |
|
|
2024
Q3 | $4.81M | Buy |
62,613
+11,424
| +22% | +$875K | 0.15% | 133 |
|
|
2024
Q2 | $4.21M | Buy |
51,189
+4,464
| +10% | +$341K | 0.13% | 153 |
|
|
2024
Q1 | $3.52M | Buy |
46,725
+22,236
| +91% | +$1.54M | 0.11% | 194 |
|
|
2023
Q4 | $1.57M | Sell |
24,489
-2,295
| -9% | -$128K | 0.12% | 180 |
|
|
2023
Q3 | $1.41M | Buy |
26,784
+5,103
| +24% | +$283K | 0.05% | 355 |
|
|
2023
Q2 | $1.22M | Buy |
21,681
+2,574
| +13% | +$129K | 0.04% | 400 |
|
|
2023
Q1 | $944K | Buy |
19,107
+4,104
| +27% | +$186K | 0.03% | 534 |
|
|
2022
Q4 | $580K | Sell |
15,003
-702
| -4% | -$27.2K | 0.02% | 703 |
|
|
2022
Q3 | $556K | Sell |
15,705
-2,628
| -14% | -$110K | 0.02% | 691 |
|
|
2022
Q2 | $712K | Sell |
18,333
-34,785
| -65% | -$1.56M | 0.02% | 607 |
|
|
2022
Q1 | $2.79M | Sell |
53,118
-97,920
| -65% | -$5.23M | 0.08% | 239 |
|
|
2021
Q4 | $9.1M | Buy |
151,038
+2,880
| +2% | +$161K | 0.25% | 74 |
|
|
2021
Q3 | $7.34M | Buy |
148,158
+62,847
| +74% | +$3.18M | 0.22% | 93 |
|
|
2021
Q2 | $4.31M | Sell |
85,311
-61,344
| -42% | -$2.93M | 0.13% | 177 |
|
|
2021
Q1 | $6.91M | Buy |
146,655
+14,616
| +11% | +$667K | 0.22% | 100 |
|
|
2020
Q4 | $5.56M | Buy |
132,039
+2,889
| +2% | +$111K | 0.19% | 120 |
|
|
2020
Q3 | $4.37M | Buy |
129,150
+2,835
| +2% | +$92.4K | 0.17% | 124 |
|
|
2020
Q2 | $3.8M | Buy |
+126,315
| New | +$3.4M | 0.17% | 135 |
|
|
2020
Q1 | – | Sell |
-53,820
| Closed | -$1.5M | – | 1082 |
|
|
2019
Q4 | $1.5M | Buy |
+53,820
| New | +$1.38M | 0.06% | 311 |
|
|
2019
Q2 | – | Sell |
-257,166
| Closed | -$5.42M | – | 1042 |
|
|
2019
Q1 | $5.42M | Buy |
257,166
+243,054
| +1,722% | +$4.78M | 0.31% | 71 |
|
|
2018
Q4 | $246K | Sell |
14,112
-126,648
| -90% | -$2.32M | 0.02% | 683 |
|
|
2018
Q3 | $2.89M | Sell |
140,760
-9,198
| -6% | -$189K | 0.17% | 125 |
|
|
2018
Q2 | $2.97M | Sell |
149,958
-11,151
| -7% | -$226K | 0.2% | 117 |
|
|
2018
Q1 | $3.22M | Buy |
161,109
+144
| +0.1% | +$2.92K | 0.24% | 98 |
|
|
2017
Q4 | $3.04M | Buy |
160,965
+3,447
| +2% | +$65.4K | 0.23% | 102 |
|
|
2017
Q3 | $2.78M | Buy |
157,518
+873
| +0.6% | +$14.5K | 0.23% | 102 |
|
|
2017
Q2 | $2.44M | Buy |
156,645
+16,857
| +12% | +$265K | 0.23% | 110 |
|
|
2017
Q1 | $2.13M | Buy |
139,788
+8,982
| +7% | +$131K | 0.21% | 125 |
|
|
2016
Q4 | $1.78M | Buy |
+130,806
| New | +$1.69M | 0.2% | 128 |
|
Other funds holding SOXX
Sigma Planning Corp's SOXX Position: Q3 2026 in Review
Sigma Planning Corp reduced its iShares Semiconductor ETF (SOXX) stake by 6.7% in Q3 2026, selling an estimated $124K and leaving 9,648 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #383.
Sigma Planning Corp first reported a position in SOXX in Q4 2016 and has held it in 37 quarters since. The position peaked at $9.1M in Q4 2021. 737 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.
- Sigma Planning Corp held 9,648 shares of iShares Semiconductor ETF worth $1.78M as of Q3 2026.
- Sigma Planning Corp sold 693 iShares Semiconductor ETF shares in Q3 2026, an estimated $124K.
- iShares Semiconductor ETF made up 0.05% of Sigma Planning Corp's portfolio in Q3 2026, its #383 holding.
- Sigma Planning Corp first reported a position in iShares Semiconductor ETF in Q4 2016 and has held it in 37 quarters since.
- Sigma Planning Corp's iShares Semiconductor ETF position peaked at $9.1M in Q4 2021.
- 737 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.
Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.