IWA
Icon 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 | $256K | Sell |
1,075
-238
| -18% | -$56.8K | 0.02% | 330 |
|
|
2025
Q1 | $247K | Buy |
1,313
+32
| +2% | +$6.02K | 0.02% | 312 |
|
|
2024
Q4 | $276K | Hold |
1,281
| – | – | 0.02% | 315 |
|
|
2024
Q3 | $295K | Hold |
1,281
| – | – | 0.02% | 299 |
|
|
2024
Q2 | $302K | Buy |
1,281
+75
| +6% | +$17.7K | 0.03% | 283 |
|
|
2024
Q1 | $272K | Buy |
1,206
+804
| +200% | +$182K | 0.03% | 298 |
|
|
2023
Q4 | $232K | Buy |
+402
| New | +$232K | 0.02% | 306 |
|
|
2022
Q4 | – | Sell |
-400
| Closed | -$127K | – | 400 |
|
|
2022
Q3 | $127K | Buy |
+400
| New | +$127K | 0.02% | 363 |
|