Chicago Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Sell |
1,703
-1,471
| -46% | -$351K | 0.19% | 42 |
|
|
2025
Q1 | $597K | Sell |
3,174
-76
| -2% | -$14.3K | 0.31% | 34 |
|
|
2024
Q4 | $700K | Sell |
3,250
-11,538
| -78% | -$2.49M | 0.36% | 33 |
|
|
2024
Q3 | $3.41M | Sell |
14,788
-30,358
| -67% | -$7M | 1.82% | 19 |
|
|
2024
Q2 | $11.1M | Buy |
45,146
+1,244
| +3% | +$307K | 6.4% | 1 |
|
|
2024
Q1 | $9.92M | Sell |
43,902
-4,107
| -9% | -$928K | 5.89% | 5 |
|
|
2023
Q4 | $9.22M | Buy |
+48,009
| New | +$9.22M | 6.3% | 5 |
|
|
2023
Q2 | – | Sell |
-34,020
| Closed | -$5.04M | – | 45 |
|
|
2023
Q1 | $5.04M | Buy |
+34,020
| New | +$5.04M | 4.01% | 10 |
|
|
2022
Q2 | – | Sell |
-48,741
| Closed | -$7.69M | – | 44 |
|
|
2022
Q1 | $7.69M | Sell |
48,741
-948
| -2% | -$150K | 5.16% | 11 |
|
|
2021
Q4 | $8.98M | Buy |
49,689
+1,803
| +4% | +$326K | 6.02% | 4 |
|
|
2021
Q3 | $7.12M | Buy |
+47,886
| New | +$7.12M | 5.19% | 9 |
|