Focus Partners Wealth’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
$14.7M Buy
61,719
+13,188
+27% +$3.15M 0.03% 423
2025
Q1
$9.13M Sell
48,531
-1,712
-3% -$322K 0.02% 493
2024
Q4
$10.8M Buy
50,243
+42,066
+514% +$9.06M 0.03% 449
2024
Q3
$1.89M Sell
8,177
-65,599
-89% -$15.1M 0.01% 768
2024
Q2
$18.7M Buy
73,776
+48,053
+187% +$12.2M 0.06% 258
2024
Q1
$5.81M Buy
25,723
+24,550
+2,093% +$5.55M 0.05% 297
2023
Q4
$225K Buy
+1,173
New +$225K ﹤0.01% 732