Cerity Partners’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
Q3
$1.83M Buy
2025
Q2
$1.39M Buy
2025
Q1
$1M Sell
2024
Q4
$1.41M Buy
2024
Q3
$1.42M Buy
2024
Q2
$1.06M Sell
2024
Q1
$1.03M Buy
2023
Q4
$603K Buy
2023
Q3
Sell
2023
Q2
$4.1M Buy
2023
Q1
$3.09M Buy
2022
Q4
$1.95M Buy
2022
Q3
$921K Buy