Independent Advisor Alliance’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,542
| Closed | -$4M | – | 1283 |
|
|
2024
Q4 | $4M | Buy |
+18,542
| New | +$4M | 0.05% | 325 |
|
|
2021
Q3 | – | Sell |
-8,670
| Closed | -$1.31M | – | 667 |
|
|
2021
Q2 | $1.31M | Buy |
8,670
+150
| +2% | +$22.7K | 0.07% | 220 |
|
|
2021
Q1 | $1.2M | Buy |
8,520
+120
| +1% | +$17K | 0.07% | 226 |
|
|
2020
Q4 | $1.06M | Hold |
8,400
| – | – | 0.07% | 207 |
|
|
2020
Q3 | $858K | Buy |
8,400
+2,400
| +40% | +$245K | 0.07% | 203 |
|
|
2020
Q2 | $600K | Hold |
6,000
| – | – | 0.06% | 232 |
|
|
2020
Q1 | $410K | Sell |
6,000
-7,434
| -55% | -$508K | 0.06% | 235 |
|
|
2019
Q4 | $1.12M | Buy |
+13,434
| New | +$1.12M | 0.05% | 337 |
|