CMH 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.4M | Sell |
25,661
-700
| -3% | -$355K | 2.51% | 11 |
|
|
2026
Q1 | $8.66M | Sell |
26,361
-838
| -3% | -$286K | 1.49% | 24 |
|
|
2025
Q4 | $8.19M | Sell |
27,199
-1,155
| -4% | -$341K | 1.75% | 24 |
|
|
2025
Q3 | $7.69M | Sell |
28,354
-559
| -2% | -$139K | 1.64% | 26 |
|
|
2025
Q2 | $6.9M | Sell |
28,913
-413
| -1% | -$82.8K | 1.61% | 33 |
|
|
2025
Q1 | $5.52M | Sell |
29,326
-1
| -0% | -$214 | 1.38% | 34 |
|
|
2024
Q4 | $6.32M | Buy |
29,327
+283
| +1% | +$63.1K | 1.45% | 32 |
|
|
2024
Q3 | $6.7M | Sell |
29,044
-15,560
| -35% | -$3.57M | 1.58% | 32 |
|
|
2024
Q2 | $11M | Buy |
44,604
+16
| +0% | +$3.66K | 2.71% | 10 |
|
|
2024
Q1 | $10.1M | Sell |
44,588
-4,318
| -9% | -$898K | 2.56% | 12 |
|
|
2023
Q4 | $9.39M | Sell |
48,906
-609
| -1% | -$102K | 2.28% | 17 |
|
|
2023
Q3 | $7.85M | Buy |
49,515
+231
| +0.5% | +$38.5K | 2.19% | 19 |
|
|
2023
Q2 | $8.33M | Buy |
49,284
+1,035
| +2% | +$155K | 2.24% | 18 |
|
|
2023
Q1 | $7.15M | Buy |
48,249
+279
| +0.6% | +$38K | 2.07% | 19 |
|
|
2022
Q4 | $5.56M | Sell |
47,970
-462
| -1% | -$53.6K | 1.79% | 21 |
|
|
2022
Q3 | $5.15M | Buy |
48,432
+2,559
| +6% | +$321K | 1.89% | 19 |
|
|
2022
Q2 | $5.35M | Buy |
45,873
+2,922
| +7% | +$394K | 1.93% | 14 |
|
|
2022
Q1 | $6.78M | Buy |
42,951
+936
| +2% | +$150K | 2.08% | 15 |
|
|
2021
Q4 | $7.59M | Buy |
42,015
+267
| +0.6% | +$44.8K | 2.29% | 13 |
|
|
2021
Q3 | $6.21M | Buy |
41,748
+615
| +1% | +$93.5K | 2.04% | 19 |
|
|
2021
Q2 | $6.23M | Sell |
41,133
-6,987
| -15% | -$1,000K | 2.08% | 20 |
|
|
2021
Q1 | $6.8M | Buy |
48,120
+306
| +0.6% | +$41.9K | 2.56% | 14 |
|
|
2020
Q4 | $6.04M | Buy |
47,814
+183
| +0.4% | +$21K | 2.21% | 15 |
|
|
2020
Q3 | $4.84M | Buy |
47,631
+1,242
| +3% | +$121K | 2.07% | 16 |
|
|
2020
Q2 | $4.19M | Buy |
46,389
+885
| +2% | +$71.5K | 2% | 16 |
|
|
2020
Q1 | $3.11M | Buy |
+45,504
| New | +$3.6M | 1.82% | 20 |
|
Other funds holding SOXX
UAS
FB
AIC
AMBIA
SCP
DAS
SW
LHWM
GWSA
PA