IWA
IBEX Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
+6,429
| New | +$1.53M | 0.16% | 89 |
|
|
2025
Q1 | – | Sell |
-7,085
| Closed | -$1.53M | – | 197 |
|
|
2024
Q4 | $1.53M | Buy |
+7,085
| New | +$1.53M | 0.18% | 97 |
|
|
2023
Q1 | – | Sell |
-731
| Closed | -$254K | – | 165 |
|
|
2022
Q4 | $254K | Sell |
731
-77
| -10% | -$26.8K | 0.06% | 156 |
|
|
2022
Q3 | $258K | Sell |
808
-16
| -2% | -$5.11K | 0.07% | 129 |
|
|
2022
Q2 | $288K | Sell |
824
-116
| -12% | -$40.5K | 0.07% | 129 |
|
|
2022
Q1 | $445K | Buy |
940
+18
| +2% | +$8.52K | 0.09% | 122 |
|
|
2021
Q4 | $500K | Buy |
922
+55
| +6% | +$29.8K | 0.09% | 123 |
|
|
2021
Q3 | $387K | Buy |
+867
| New | +$387K | 0.07% | 132 |
|
|
2017
Q1 | – | Sell |
-39
| Closed | -$5K | – | 339 |
|
|
2016
Q4 | $5K | Buy |
+39
| New | +$5K | ﹤0.01% | 376 |
|