IFP Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Buy |
13,769
+100
| +0.7% | +$23.9K | 0.09% | 235 |
|
|
2025
Q1 | $2.57M | Buy |
13,669
+15
| +0.1% | +$2.82K | 0.08% | 297 |
|
|
2024
Q4 | $2.94M | Buy |
13,654
+10,143
| +289% | +$2.19M | 0.1% | 236 |
|
|
2024
Q3 | $810K | Buy |
3,511
+1,623
| +86% | +$374K | 0.03% | 530 |
|
|
2024
Q2 | $465K | Buy |
1,888
+30
| +2% | +$7.4K | 0.02% | 683 |
|
|
2024
Q1 | $420K | Buy |
1,858
+427
| +30% | +$96.4K | 0.02% | 671 |
|
|
2023
Q4 | $275K | Sell |
1,431
-1,056
| -42% | -$203K | 0.01% | 814 |
|
|
2023
Q3 | $393K | Sell |
2,487
-528
| -18% | -$83.3K | 0.02% | 683 |
|
|
2023
Q2 | $516K | Buy |
3,015
+237
| +9% | +$40.5K | 0.02% | 640 |
|
|
2023
Q1 | $177K | Sell |
2,778
-25,908
| -90% | -$1.65M | 0.01% | 993 |
|
|
2022
Q4 | $1.89M | Sell |
28,686
-3,945
| -12% | -$260K | 0.05% | 388 |
|
|
2022
Q3 | $2.16M | Sell |
32,631
-561
| -2% | -$37.2K | 0.06% | 366 |
|
|
2022
Q2 | $2.17M | Hold |
33,192
| – | – | 0.07% | 323 |
|
|
2022
Q1 | $2.17M | Buy |
33,192
+26,757
| +416% | +$1.75M | 0.07% | 323 |
|
|
2021
Q4 | $1.17M | Buy |
6,435
+2,640
| +70% | +$478K | 0.02% | 366 |
|
|
2021
Q3 | $567K | Buy |
3,795
+1,062
| +39% | +$159K | 0.01% | 532 |
|
|
2021
Q2 | $412K | Buy |
2,733
+369
| +16% | +$55.6K | 0.01% | 613 |
|
|
2021
Q1 | $334K | Sell |
2,364
-171
| -7% | -$24.2K | 0.01% | 644 |
|
|
2020
Q4 | $320K | Sell |
2,535
-222
| -8% | -$28K | 0.01% | 640 |
|
|
2020
Q3 | $279K | Buy |
2,757
+321
| +13% | +$32.5K | 0.02% | 593 |
|
|
2020
Q2 | $214K | Buy |
2,436
+765
| +46% | +$67.2K | 0.02% | 641 |
|
|
2020
Q1 | $118K | Buy |
1,671
+975
| +140% | +$68.9K | 0.01% | 763 |
|
|
2019
Q4 | $59K | Sell |
696
-5,334
| -88% | -$452K | ﹤0.01% | 1191 |
|
|
2019
Q3 | $421K | Buy |
+6,030
| New | +$421K | 0.03% | 534 |
|
|
2019
Q1 | $238K | Sell |
3,774
-7,107
| -65% | -$448K | 0.03% | 427 |
|
|
2018
Q4 | $565K | Sell |
10,881
-5,130
| -32% | -$266K | 0.03% | 509 |
|
|
2018
Q3 | $988K | Buy |
16,011
+7,782
| +95% | +$480K | 0.04% | 432 |
|
|
2018
Q2 | $489K | Buy |
8,229
+1,842
| +29% | +$109K | 0.02% | 665 |
|
|
2018
Q1 | $361K | Hold |
6,387
| – | – | 0.02% | 756 |
|
|
2017
Q4 | $361K | Buy |
6,387
+1,530
| +32% | +$86.5K | 0.02% | 754 |
|
|
2017
Q3 | $257K | Buy |
4,857
+117
| +2% | +$6.19K | 0.01% | 999 |
|
|
2017
Q2 | $222K | Buy |
4,740
+33
| +0.7% | +$1.55K | 0.01% | 1067 |
|
|
2017
Q1 | $215K | Sell |
4,707
-318
| -6% | -$14.5K | 0.01% | 1071 |
|
|
2016
Q4 | $206K | Buy |
5,025
+1,011
| +25% | +$41.4K | 0.01% | 1036 |
|
|
2016
Q3 | $151K | Sell |
4,014
-1,299
| -24% | -$48.9K | 0.01% | 1134 |
|
|
2016
Q2 | $166K | Buy |
5,313
+1,539
| +41% | +$48.1K | 0.01% | 1074 |
|
|
2016
Q1 | $238K | Buy |
3,774
+3,432
| +1,004% | +$216K | 0.03% | 427 |
|
|
2015
Q4 | $10K | Buy |
+342
| New | +$10K | ﹤0.01% | 2574 |
|