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Grant Private Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Grant Private Wealth Management’s Portfolio SOXX Stock Details SOXX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,171
Closed -$220K – 134
2025
Q1 		$220K Sell
1,171
-246
-17% -$46.3K 0.24% 112
2024
Q4 		$305K Buy
+1,417
New +$305K 0.33% 81