AIFAIM
American Institute for Advanced Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
1,143
-396
| -26% | -$94.5K | 0.19% | 116 |
|
|
2025
Q1 | $290K | Sell |
1,539
-80
| -5% | -$15.1K | 0.22% | 110 |
|
|
2024
Q4 | $349K | Sell |
1,619
-45
| -3% | -$9.7K | 0.26% | 94 |
|
|
2024
Q3 | $384K | Hold |
1,664
| – | – | 0.27% | 92 |
|
|
2024
Q2 | $410K | Hold |
1,664
| – | – | 0.31% | 84 |
|
|
2024
Q1 | $376K | Buy |
1,664
+1,127
| +210% | +$255K | 0.3% | 91 |
|
|
2023
Q4 | $309K | Hold |
537
| – | – | 0.27% | 89 |
|
|
2023
Q3 | $254K | Hold |
537
| – | – | 0.24% | 100 |
|
|
2023
Q2 | $272K | Buy |
537
+85
| +19% | +$43.1K | 0.24% | 100 |
|
|
2023
Q1 | $201K | Buy |
+452
| New | +$201K | 0.21% | 96 |
|