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

Lyell 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
Q3 		$1.94M Buy
10,212
+678
+7% +$121K 0.11% 103
2026
Q2 		$2.04M Buy
9,534
+2,607
+38% +$441K 0.13% 98
2026
Q1 		$759K Buy
+6,927
New +$788K 0.06% 127

Other funds holding SOXX

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Donaldson Capital Management
Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lyell Wealth Management's SOXX Position: Q3 2026 in Review

Lyell Wealth Management increased its iShares Semiconductor ETF (SOXX) stake by 7.1% in Q3 2026, buying an estimated $121K and bringing the position to 10,212 shares worth $1.94M. The position accounts for 0.11% of the portfolio, ranked #103.

Lyell Wealth Management first reported a position in SOXX in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.04M in Q2 2026. 799 funds tracked by Wall St. Rank hold SOXX as of Q3 2026.

  • Lyell Wealth Management held 10,212 shares of iShares Semiconductor ETF worth $1.94M as of Q3 2026.
  • Lyell Wealth Management bought 678 iShares Semiconductor ETF shares in Q3 2026, an estimated $121K.
  • iShares Semiconductor ETF made up 0.11% of Lyell Wealth Management's portfolio in Q3 2026, its #103 holding.
  • Lyell Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2026 and has held it in 3 quarters since.
  • Lyell Wealth Management's iShares Semiconductor ETF position peaked at $2.04M in Q2 2026.
  • 799 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.