EP Wealth Advisors’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
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $2.35M | Buy |
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|
2024
Q2 | $2.51M | Buy |
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|
2024
Q1 | $2.17M | Buy |
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|
2023
Q4 | $1.77M | Sell |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $31.5M | Buy |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $673K | Buy |
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|
2022
Q1 | $908K | Sell |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $890K | Buy |
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|
2021
Q2 | $888K | Sell |
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|
2021
Q1 | $856K | Sell |
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|
2020
Q4 | $851K | Sell |
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|
2020
Q3 | $705K | Sell |
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|
2020
Q2 | $707K | Sell |
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|
2020
Q1 | $600K | Sell |
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|
2019
Q4 | $996K | Sell |
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|
2019
Q3 | $956K | Sell |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $1.25M | Sell |
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|
2018
Q4 | $1.26M | Sell |
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|
2018
Q3 | $1.55M | Buy |
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|
2018
Q2 | $1.33M | Sell |
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|
2018
Q1 | $1.4M | Sell |
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|
2017
Q4 | $1.54M | Sell |
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|
2017
Q3 | $1.65M | Sell |
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|
2017
Q2 | $2.02M | Buy |
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