J.W. Cole Advisors’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
$3.56M Buy
2025
Q1
$2.54M Buy
2024
Q4
$2.21M Buy
2024
Q3
$2.34M Sell
2024
Q2
$2.53M Buy
2024
Q1
$2.25M Buy
2023
Q4
$1.55M Buy
2023
Q3
$1.14M Buy
2023
Q2
$707K Sell
2023
Q1
$639K Buy
2022
Q4
$336K Sell
2022
Q3
$328K Buy
2022
Q2
$349K Buy
2022
Q1
$445K Sell
2021
Q4
$802K Buy
2021
Q3
Sell
2021
Q2
$501K Buy
2021
Q1
$361K Sell
2020
Q4
$347K Buy
2020
Q3
$252K Buy