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Capstone Wealth Management Group (Oregon)’s iShares Semiconductor ETF SOXX Stock Holding History

Capstone Wealth Management Group (Oregon)’s Portfolio SOXX Stock Details SOXX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.23M Sell
5,160
-777
-13% -$185K 0.9% 35
2025
Q1 		$1.12M Sell
5,937
-1,795
-23% -$338K 0.89% 33
2024
Q4 		$1.67M Buy
+7,732
New +$1.67M 1.27% 25