HB Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$676K Buy
2025
Q2
$522K Sell
2025
Q1
$512K Buy
2024
Q4
$580K Sell
2024
Q3
$652K Buy
2024
Q2
$683K Buy
2024
Q1
$474K Hold
2023
Q4
$403K Hold
2023
Q3
$332K Hold
2023
Q2
$355K Hold
2023
Q1
$311K Hold
2022
Q4
$244K Hold
2022
Q3
$223K Hold
2022
Q2
$245K Hold
2022
Q1
$331K Hold
2021
Q4
$380K Buy