AE 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
2025
Q2
$972K Sell
2025
Q1
$811K Buy
2024
Q4
$916K Sell
2024
Q3
$1.04M Buy
2024
Q2
$766K Buy
2024
Q1
$391K Sell
2023
Q4
$6.66M Sell
2023
Q3
$6.64M Buy
2023
Q2
$6.97M Buy
2023
Q1
$5.75M Buy
2022
Q4
$4.22M Buy
2022
Q3
$3.6M Buy
2022
Q2
$3.42M Sell
2022
Q1
$4.93M Buy
2021
Q4
$3.22M Buy
2021
Q3
$2.38M Buy
2021
Q2
$2.17M Buy
2021
Q1
$1.77M Sell
2020
Q4
$2.44M Buy
2020
Q3
$1.42M Buy
2020
Q2
$1.24M Buy