AFS
AFG Fiduciary Services’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Sell |
2,870
-4,405
| -61% | -$1.05M | 0.44% | 43 |
|
|
2025
Q1 | $1.34M | Buy |
7,275
+3,350
| +85% | +$615K | 0.98% | 21 |
|
|
2024
Q4 | $876K | Sell |
3,925
-240
| -6% | -$53.6K | 0.62% | 32 |
|
|
2024
Q3 | $981K | Sell |
4,165
-40
| -1% | -$9.42K | 0.66% | 30 |
|
|
2024
Q2 | $1.04M | Buy |
4,205
+5
| +0.1% | +$1.23K | 0.72% | 26 |
|
|
2024
Q1 | $943K | Buy |
4,200
+2,450
| +140% | +$550K | 0.7% | 28 |
|
|
2023
Q4 | $979K | Hold |
1,750
| – | – | 0.8% | 25 |
|
|
2023
Q3 | $834K | Hold |
1,750
| – | – | 0.74% | 29 |
|
|
2023
Q2 | $907K | Hold |
1,750
| – | – | 0.68% | 30 |
|
|
2023
Q1 | $778K | Hold |
1,750
| – | – | 0.72% | 29 |
|
|
2022
Q4 | $609K | Hold |
1,750
| – | – | 0.57% | 35 |
|
|
2022
Q3 | $558K | Buy |
1,750
+625
| +56% | +$199K | 0.53% | 37 |
|
|
2022
Q2 | $393K | Buy |
1,125
+325
| +41% | +$114K | 0.34% | 54 |
|
|
2022
Q1 | $379K | Hold |
800
| – | – | 0.27% | 64 |
|
|
2021
Q4 | $434K | Buy |
+800
| New | +$434K | 0.3% | 49 |
|