IWN
Independent Wealth Network’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Buy |
4,174
+345
| +9% | +$82.4K | 0.36% | 75 |
|
|
2025
Q1 | $720K | Sell |
3,829
-666
| -15% | -$125K | 0.29% | 83 |
|
|
2024
Q4 | $969K | Buy |
4,495
+415
| +10% | +$89.4K | 0.39% | 66 |
|
|
2024
Q3 | $941K | Buy |
4,080
+729
| +22% | +$168K | 0.42% | 63 |
|
|
2024
Q2 | $827K | Buy |
3,351
+238
| +8% | +$58.7K | 0.38% | 70 |
|
|
2024
Q1 | $703K | Buy |
3,113
+2,266
| +268% | +$512K | 0.33% | 81 |
|
|
2023
Q4 | $488K | Buy |
847
+385
| +83% | +$222K | 0.26% | 104 |
|
|
2023
Q3 | $219K | Sell |
462
-139
| -23% | -$65.9K | 0.13% | 178 |
|
|
2023
Q2 | $305K | Sell |
601
-13
| -2% | -$6.6K | 0.18% | 147 |
|
|
2023
Q1 | $273K | Sell |
614
-24
| -4% | -$10.7K | 0.17% | 143 |
|
|
2022
Q4 | $222K | Buy |
+638
| New | +$222K | 0.15% | 161 |
|
|
2022
Q3 | – | Sell |
-594
| Closed | -$208K | – | 193 |
|
|
2022
Q2 | $208K | Buy |
594
+76
| +15% | +$26.6K | 0.15% | 167 |
|
|
2022
Q1 | $245K | Buy |
+518
| New | +$245K | 0.16% | 161 |
|