FIA
Foundations Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
+1,200
| New | +$286K | ﹤0.01% | 755 |
|
|
2024
Q3 | – | Sell |
-4,717
| Closed | -$1.16M | – | 858 |
|
|
2024
Q2 | $1.16M | Sell |
4,717
-1,476
| -24% | -$364K | 0.03% | 312 |
|
|
2024
Q1 | $1.4M | Buy |
6,193
+5,397
| +678% | +$860K | 0.04% | 271 |
|
|
2023
Q4 | $469K | Buy |
796
+258
| +48% | +$152K | 0.01% | 450 |
|
|
2023
Q3 | $255K | Buy |
+538
| New | +$255K | 0.01% | 550 |
|