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 Q2	$8.69M	Sell	13,560 -2,819	-17%	-$1.43M	1.72%	15
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 $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

JPL Wealth Management's SOXX Position: Q2 2026 in Review

JPL Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 17% in Q2 2026, selling an estimated $1.43M and leaving 13,560 shares worth $8.69M. The position accounts for 1.72% of the portfolio, ranked #15.

JPL Wealth Management first reported a position in SOXX in Q4 2023 and has held it in 10 quarters since. 1,182 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

JPL Wealth Management held 13,560 shares of iShares Semiconductor ETF worth $8.69M as of Q2 2026.
JPL Wealth Management sold 2,819 iShares Semiconductor ETF shares in Q2 2026, an estimated $1.43M.
iShares Semiconductor ETF made up 1.72% of JPL Wealth Management's portfolio in Q2 2026, its #15 holding.
JPL Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 10 quarters since.
1,182 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.