Farther Finance Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.63M Buy
11,030
+481
+5% +$115K 0.05% 299
2025
Q1
$1.99M Buy
10,549
+2,539
+32% +$478K 0.05% 302
2024
Q4
$1.73M Buy
8,010
+1,878
+31% +$405K 0.06% 242
2024
Q3
$1.41M Buy
6,132
+5,287
+626% +$1.22M 0.05% 263
2024
Q2
$208K Buy
845
+350
+71% +$86.3K 0.01% 825
2024
Q1
$113K Buy
495
+174
+54% +$39.7K 0.01% 904
2023
Q4
$61.6K Buy
+321
New +$61.6K ﹤0.01% 969
2023
Q3
Sell
-39
Closed -$6.59K 2689
2023
Q2
$6.59K Sell
39
-150
-79% -$25.4K ﹤0.01% 1329
2023
Q1
$28K Buy
189
+150
+385% +$22.2K 0.01% 795
2022
Q4
$4.52K Buy
+39
New +$4.52K ﹤0.01% 1210