IWP
Insight Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
7,966
+296
| +4% | +$70.7K | 0.74% | 26 |
|
|
2025
Q1 | $1.44M | Buy |
7,670
+288
| +4% | +$54.2K | 0.24% | 31 |
|
|
2024
Q4 | $1.59M | Buy |
7,382
+29
| +0.4% | +$6.25K | 0.22% | 28 |
|
|
2024
Q3 | $1.7M | Buy |
7,353
+352
| +5% | +$81.2K | 0.33% | 27 |
|
|
2024
Q2 | $1.73M | Buy |
7,001
+1,064
| +18% | +$262K | 0.3% | 24 |
|
|
2024
Q1 | $1.34M | Buy |
5,937
+4,284
| +259% | +$968K | 0.23% | 26 |
|
|
2023
Q4 | $952K | Buy |
1,653
+772
| +88% | +$445K | 0.17% | 31 |
|
|
2023
Q3 | $417K | Buy |
881
+370
| +72% | +$175K | 0.08% | 49 |
|
|
2023
Q2 | $259K | Buy |
+511
| New | +$259K | 0.06% | 61 |
|