AWM
Aprio Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
10,129
-9,731
| -49% | -$2.32M | 0.27% | 60 |
|
|
2025
Q1 | $3.74M | Sell |
19,860
-1,035
| -5% | -$195K | 0.47% | 41 |
|
|
2024
Q4 | $4.5M | Buy |
20,895
+5,767
| +38% | +$1.24M | 0.66% | 29 |
|
|
2024
Q3 | $3.49M | Buy |
+15,128
| New | +$3.49M | 0.56% | 33 |
|