Cassaday & Co Wealth Management’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 | $943K | Buy |
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|
2025
Q1 | $642K | Sell |
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|
2024
Q4 | $748K | Buy |
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|
2024
Q3 | $739K | Buy |
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|
2024
Q2 | $746K | Buy |
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|
2024
Q1 | $618K | Hold |
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|
2023
Q4 | $525K | Hold |
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|
2023
Q3 | $432K | Hold |
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|
2023
Q2 | $463K | Hold |
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|
2023
Q1 | $406K | Hold |
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|
2022
Q4 | $317K | Buy |
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