B. Riley Wealth Advisors’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
$676K Buy
2024
Q4
$2.16M Sell
2024
Q3
$3.41M Buy
2024
Q2
$1.49M Buy
2024
Q1
$905K Sell
2023
Q4
$750K Sell
2023
Q3
$905K Buy
2023
Q2
$733K Sell
2023
Q1
$851K Sell
2022
Q4
$707K Buy
2022
Q3
$418K Sell
2022
Q2
$670K Sell
2022
Q1
$1.46M Buy
2021
Q4
$1.63M Buy
2015
Q1
Sell
2014
Q4
$15 Buy
2014
Q3
Sell
2014
Q2
$2.77K Buy