Corient Private Wealth’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
$5.88M Sell
2025
Q2
$25.7M Sell
2025
Q1
$41.2M Buy
2024
Q4
$24.2M Buy
2024
Q3
$25.8M Sell
2024
Q2
$27.9M Buy
2024
Q1
$25.3M Buy
2023
Q4
$21M Sell
2023
Q3
$17.5M Sell
2023
Q2
$18.9M Sell
2023
Q1
$16.8M Buy
2022
Q4
$13.1M Buy