Kiley Juergens Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Kiley Juergens 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	$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

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

Kiley Juergens Wealth Management's SOXX Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in iShares Semiconductor ETF (SOXX) in Q1 2026: 692 shares worth $227K. The stake represents 0.04% of the portfolio and ranks #219 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in SOXX as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in SOXX in Q2 2018 and has held it in 3 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Kiley Juergens Wealth Management held 692 shares of iShares Semiconductor ETF worth $227K as of Q1 2026.
iShares Semiconductor ETF was a new Kiley Juergens Wealth Management position in Q1 2026.
iShares Semiconductor ETF made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #219 holding.
Kiley Juergens Wealth Management first reported a position in iShares Semiconductor ETF in Q2 2018 and has held it in 3 quarters since.
924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.