IWA
Icon Wealth Advisors’s Invesco PHLX Semiconductor ETF SOXQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $279K | Hold |
6,380
| – | – | 0.02% | 319 |
|
2025
Q1 | $215K | Hold |
6,380
| – | – | 0.02% | 338 |
|
2024
Q4 | $250K | Hold |
6,380
| – | – | 0.02% | 334 |
|
2024
Q3 | $260K | Hold |
6,380
| – | – | 0.02% | 312 |
|
2024
Q2 | $263K | Buy |
+6,380
| New | +$263K | 0.02% | 296 |
|