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 Q2	$127M	Buy	215,914 +33,135	+18%	+$16.8M	0.05%	198
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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies's SOXX Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Semiconductor ETF (SOXX) stake by 18% in Q2 2026, buying an estimated $16.8M and bringing the position to 215,914 shares worth $127M. The position accounts for 0.05% of the portfolio, ranked #198.

Jones Financial Companies first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 1,181 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

Jones Financial Companies held 215,914 shares of iShares Semiconductor ETF worth $127M as of Q2 2026.
Jones Financial Companies bought 33,135 iShares Semiconductor ETF shares in Q2 2026, an estimated $16.8M.
iShares Semiconductor ETF made up 0.05% of Jones Financial Companies's portfolio in Q2 2026, its #198 holding.
Jones Financial Companies first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
1,181 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.