Integrated Wealth Concepts’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9M | Sell |
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|
2025
Q1 | $20.5M | Sell |
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|
2024
Q4 | $23.6M | Buy |
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|
2024
Q3 | $25.1M | Sell |
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|
2024
Q2 | $27.7M | Sell |
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|
2024
Q1 | $25.7M | Sell |
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|
2023
Q4 | $23.7M | Sell |
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|
2023
Q3 | $19.6M | Sell |
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|
2023
Q2 | $21.1M | Buy |
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|
2023
Q1 | $18.1M | Buy |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $927K | Buy |
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|
2021
Q1 | $744K | Sell |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $452K | Buy |
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|
2020
Q2 | $382K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Buy |
|