Founders Financial Alliance’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
$167K Buy
699
+1
+0.1% +$239 0.04% 331
2025
Q1
$131K Sell
698
-31
-4% -$5.84K 0.03% 368
2024
Q4
$157K Buy
729
+1
+0.1% +$215 0.04% 298
2024
Q3
$168K Buy
728
+1
+0.1% +$231 0.05% 297
2024
Q2
$179K Sell
727
-24
-3% -$5.92K 0.05% 273
2024
Q1
$170K Buy
751
+1
+0.1% +$226 0.05% 280
2023
Q4
$144K Buy
750
+3
+0.4% +$576 0.06% 266
2023
Q3
$118K Hold
747
0.05% 261
2023
Q2
$126K Hold
747
0.05% 276
2023
Q1
$111K Sell
747
-42
-5% -$6.23K 0.06% 248
2022
Q4
$91.4K Buy
789
+3
+0.4% +$348 0.04% 274
2022
Q3
$84K Sell
786
-102
-11% -$10.9K 0.04% 268
2022
Q2
$104K Sell
888
-81
-8% -$9.49K 0.05% 259
2022
Q1
$153K Buy
969
+186
+24% +$29.4K 0.07% 231
2021
Q4
$142K Buy
783
+111
+17% +$20.1K 0.06% 275
2021
Q3
$100K Buy
672
+33
+5% +$4.91K 0.05% 278
2021
Q2
$96K Sell
639
-156
-20% -$23.4K 0.04% 299
2021
Q1
$104K Buy
+795
New +$104K 0.05% 269