AssuredPartners Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,250
Closed -$269K 337
2024
Q4
$269K Buy
+1,250
New +$269K 0.05% 287