Ironwood Financial’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
Q2 | $657K | Hold |
3,494
| – | – | 0.14% | 96 |
|
|
2025
Q1 | $657K | Sell |
3,494
-10
| -0.3% | -$1.88K | 0.14% | 96 |
|
|
2024
Q4 | $755K | Sell |
3,504
-24
| -0.7% | -$5.17K | 0.16% | 89 |
|
|
2024
Q3 | $814K | Sell |
3,528
-13
| -0.4% | -$3K | 0.17% | 82 |
|
|
2024
Q2 | $873K | Sell |
3,541
-92
| -3% | -$22.7K | 0.2% | 77 |
|
|
2024
Q1 | $821K | Sell |
3,633
-36
| -1% | -$8.13K | 0.19% | 80 |
|
|
2023
Q4 | $705K | Sell |
3,669
-33
| -0.9% | -$6.34K | 0.17% | 86 |
|
|
2023
Q3 | $584K | Sell |
3,702
-138
| -4% | -$21.8K | 0.16% | 83 |
|
|
2023
Q2 | $649K | Hold |
3,840
| – | – | 0.17% | 80 |
|
|
2023
Q1 | $569K | Sell |
3,840
-3
| -0.1% | -$445 | 0.16% | 85 |
|
|
2022
Q4 | $446K | Sell |
3,843
-12
| -0.3% | -$1.39K | 0.14% | 96 |
|
|
2022
Q3 | $410K | Sell |
3,855
-60
| -2% | -$6.38K | 0.14% | 83 |
|
|
2022
Q2 | $456K | Sell |
3,915
-87
| -2% | -$10.1K | 0.15% | 80 |
|
|
2022
Q1 | $631K | Buy |
4,002
+18
| +0.5% | +$2.84K | 0.18% | 74 |
|
|
2021
Q4 | $720K | Sell |
3,984
-132
| -3% | -$23.9K | 0.2% | 74 |
|
|
2021
Q3 | $612K | Sell |
4,116
-243
| -6% | -$36.1K | 0.18% | 74 |
|
|
2021
Q2 | $660K | Sell |
4,359
-741
| -15% | -$112K | 0.2% | 73 |
|
|
2021
Q1 | $721K | Sell |
5,100
-5,682
| -53% | -$803K | 0.24% | 72 |
|
|
2020
Q4 | $1.36M | Sell |
10,782
-216
| -2% | -$27.3K | 0.51% | 29 |
|
|
2020
Q3 | $1.12M | Sell |
10,998
-486
| -4% | -$49.4K | 0.56% | 32 |
|
|
2020
Q2 | $1.04M | Buy |
11,484
+11,409
| +15,212% | +$1.03M | 0.56% | 28 |
|
|
2020
Q1 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 277 |
|