Congress Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Congress Wealth Management’s Portfolio SOXX Stock Details SOXX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$843K	Buy
2025 Q1	$279K	Sell
2024 Q4	$654K	Buy
2024 Q1	–	Sell
2023 Q4	$727K	Buy
2022 Q3	–	Sell
2022 Q2	$307K	Sell
2022 Q1	$24.8M	Sell
2021 Q4	$52M	Buy