Clear Investment Research’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	$167K	Buy	+509	New	+$174K	0.26%	62
2025 Q4	–	Sell	-476	Closed	-$129K	–	207
2025 Q3	$129K	Hold	476	–	–	0.17%	80
2025 Q2	$114K	Hold	476	–	–	0.14%	82
2025 Q1	$89.6K	Hold	476	–	–	0.12%	84
2024 Q4	$103K	Hold	476	–	–	0.13%	78
2024 Q3	$110K	Buy	476 +65	+16%	+$14.9K	0.14%	75
2024 Q2	$101K	Buy	411 +48	+13%	+$11K	0.13%	74
2024 Q1	$82K	Hold	363	–	–	0.11%	82
2023 Q4	$69.7K	Hold	363	–	–	0.1%	94
2023 Q3	$57.3K	Buy	363 +60	+20%	+$9.99K	0.1%	86
2023 Q2	$51.2K	Buy	303 +129	+74%	+$19.3K	0.09%	88
2023 Q1	$25.8K	Buy	174 +153	+729%	+$20.9K	0.05%	104
2022 Q4	$2K	Buy	+21	New	+$2.44K	﹤0.01%	151