Kiley Juergens Wealth Management’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
Q2
$365K Sell
569
-123
-18% -$62.4K 0.06% 178
2026
Q1
$227K Buy
+692
New +$236K 0.04% 219
2018
Q4
Sell
-42
Closed -$2K 546
2018
Q3
$2K Hold
42
﹤0.01% 586
2018
Q2
$2K Buy
+42
New +$2.55K ﹤0.01% 534

Other funds holding SOXX

Kiley Juergens Wealth Management's SOXX Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its iShares Semiconductor ETF (SOXX) stake by 18% in Q2 2026, selling an estimated $62.4K and leaving 569 shares worth $365K. The position accounts for 0.06% of the portfolio, ranked #178.

Kiley Juergens Wealth Management first reported a position in SOXX in Q2 2018 and has held it in 4 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Kiley Juergens Wealth Management held 569 shares of iShares Semiconductor ETF worth $365K as of Q2 2026.
  • Kiley Juergens Wealth Management sold 123 iShares Semiconductor ETF shares in Q2 2026, an estimated $62.4K.
  • iShares Semiconductor ETF made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Kiley Juergens Wealth Management first reported a position in iShares Semiconductor ETF in Q2 2018 and has held it in 4 quarters since.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.