Jones Financial Companies
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Jones Financial Companies’s iShares Semiconductor ETF SOXX Stock Holding History

Jones Financial Companies’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 		$59.1M Buy
182,779
+27,516
+18% +$9.39M 0.03% 302
2025
Q4 		$46.8M Buy
155,263
+21,526
+16% +$6.35M 0.03% 189
2025
Q3 		$36M Buy
133,737
+16,592
+14% +$4.14M 0.02% 202
2025
Q2 		$28M Buy
117,145
+27,179
+30% +$5.45M 0.02% 210
2025
Q1 		$17M Buy
89,966
+11,487
+15% +$2.45M 0.02% 231
2024
Q4 		$16.9M Buy
78,479
+29,747
+61% +$6.64M 0.02% 192
2024
Q3 		$11.3M Buy
48,732
+19,685
+68% +$4.52M 0.01% 193
2024
Q2 		$7.16M Buy
29,047
+24,060
+482% +$5.51M 0.01% 180
2024
Q1 		$1.13M Buy
4,987
+3,652
+274% +$759K ﹤0.01% 247
2023
Q4 		$257K Buy
+1,335
New +$224K ﹤0.01% 299

Other funds holding SOXX

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Morgan Stanley
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BNP Paribas Financial Markets
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return