Envestnet Portfolio Solutions’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Buy |
3,597
+1,066
| +42% | +$254K | ﹤0.01% | 853 |
|
|
2025
Q1 | $476K | Buy |
2,531
+187
| +8% | +$35.2K | ﹤0.01% | 1069 |
|
|
2024
Q4 | $505K | Sell |
2,344
-1,350
| -37% | -$291K | ﹤0.01% | 1237 |
|
|
2024
Q3 | $852K | Sell |
3,694
-1,952
| -35% | -$450K | ﹤0.01% | 955 |
|
|
2024
Q2 | $1.39M | Buy |
5,646
+1,197
| +27% | +$295K | ﹤0.01% | 754 |
|
|
2024
Q1 | $1.01M | Sell |
4,449
-600
| -12% | -$136K | ﹤0.01% | 839 |
|
|
2023
Q4 | $970K | Sell |
5,049
-525
| -9% | -$101K | ﹤0.01% | 803 |
|
|
2023
Q3 | $880K | Buy |
+5,574
| New | +$880K | ﹤0.01% | 781 |
|