Cypress Wealth Services’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
1,822
+114
| +7% | +$27.2K | 0.08% | 189 |
|
|
2025
Q1 | $321K | Buy |
1,708
+78
| +5% | +$14.7K | 0.07% | 207 |
|
|
2024
Q4 | $351K | Hold |
1,630
| – | – | 0.07% | 186 |
|
|
2024
Q3 | $376K | Buy |
1,630
+374
| +30% | +$86.2K | 0.08% | 187 |
|
|
2024
Q2 | $310K | Buy |
1,256
+182
| +17% | +$44.9K | 0.07% | 189 |
|
|
2024
Q1 | $243K | Hold |
1,074
| – | – | 0.06% | 223 |
|
|
2023
Q4 | $206K | Buy |
+1,074
| New | +$206K | 0.05% | 229 |
|