Ehrlich Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Ehrlich Financial Group’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
2026 Q1	–	Sell
2025 Q4	$1.37M	Sell
2025 Q3	$1.28M	Buy
2025 Q2	–	Sell
2025 Q1	$525K	Buy
2024 Q2	–	Sell
2024 Q1	$613K	Buy