JPL Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

JPL Wealth Management’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	$5.38M	Sell	16,379 -688	-4%	-$235K	1.24%	28
2025 Q4	$5.14M	Sell	17,067 -1,204	-7%	-$355K	1.25%	27
2025 Q3	$4.95M	Sell	18,271 -343	-2%	-$85.5K	1.18%	23
2025 Q2	$4.44M	Buy	18,614 +956	+5%	+$192K	1.2%	33
2025 Q1	$3.32M	Buy	17,658 +1,248	+8%	+$266K	0.95%	49
2024 Q4	$3.54M	Buy	+16,410	New	+$3.66M	1.01%	37
2024 Q2	$2.75M	Buy	11,160 +594	+6%	+$136K	1.35%	30
2024 Q1	$2.39M	Buy	10,566 +1,686	+19%	+$351K	1.32%	30
2023 Q4	$1.71M	Buy	+8,880	New	+$1.49M	1.23%	29

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

JPL Wealth Management's SOXX Position: Q1 2026 in Review

JPL Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 4% in Q1 2026, selling an estimated $235K and leaving 16,379 shares worth $5.38M. The position accounts for 1.24% of the portfolio, ranked #28.

JPL Wealth Management first reported a position in SOXX in Q4 2023 and has held it in 9 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

JPL Wealth Management held 16,379 shares of iShares Semiconductor ETF worth $5.38M as of Q1 2026.
JPL Wealth Management sold 688 iShares Semiconductor ETF shares in Q1 2026, an estimated $235K.
iShares Semiconductor ETF made up 1.24% of JPL Wealth Management's portfolio in Q1 2026, its #28 holding.
JPL Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 9 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.