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 Q1	$759K	Buy	+2,309	New	+$788K	0.06%	127

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

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

Lyell Wealth Management opened a new position in iShares Semiconductor ETF (SOXX) in Q1 2026: 2,309 shares worth $759K. The stake represents 0.06% of the portfolio and ranks #127 among its holdings.

926 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

Lyell Wealth Management held 2,309 shares of iShares Semiconductor ETF worth $759K as of Q1 2026.
iShares Semiconductor ETF was a new Lyell Wealth Management position in Q1 2026.
iShares Semiconductor ETF made up 0.06% of Lyell Wealth Management's portfolio in Q1 2026, its #127 holding.
926 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.