Benjamin Edwards Inc’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
2026 Q1	$5.44M	Buy	16,525 +1,016	+7%	+$347K	0.05%	318
2025 Q4	$4.67M	Buy	15,509 +622	+4%	+$183K	0.05%	323
2025 Q3	$4.04M	Buy	14,887 +232	+2%	+$57.9K	0.05%	341
2025 Q2	$3.5M	Buy	14,655 +5,834	+66%	+$1.17M	0.04%	345
2025 Q1	$1.66M	Sell	8,821 -2,188	-20%	-$467K	0.02%	455
2024 Q4	$2.37M	Buy	11,009 +3,941	+56%	+$879K	0.03%	406
2024 Q3	$1.63M	Buy	+7,068	New	+$1.62M	0.02%	471
2023 Q1	–	Sell	-6	Closed	-$1K	–	751
2022 Q4	$1K	Sell	6 -18	-75%	-$2.09K	﹤0.01%	708
2022 Q3	$3K	Sell	24 -459	-95%	-$57.6K	﹤0.01%	642
2022 Q2	$56K	Sell	483 -27	-5%	-$3.64K	0.02%	420
2022 Q1	$80K	Buy	510 +27	+6%	+$4.32K	0.02%	401
2021 Q4	$87K	Sell	483 -12	-2%	-$2.01K	0.03%	363
2021 Q3	$74K	Sell	495 -9	-2%	-$1.37K	0.05%	259
2021 Q2	$76K	Buy	504 +9	+2%	+$1.29K	0.05%	243
2021 Q1	$70K	Buy	495 +9	+2%	+$1.23K	0.05%	238
2020 Q4	$61K	Buy	+486	New	+$55.8K	0.05%	233