Bartlett & Co Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$179K	Hold
2025 Q2	$158K	Hold
2025 Q1	$124K	Buy
2024 Q4	$136K	Hold
2024 Q3	$145K	Sell
2024 Q2	$241K	Hold
2024 Q1	$221K	Buy
2023 Q4	$128K	Buy
2022 Q3	–	Sell
2022 Q2	$40.2K	Buy