JWM
JPL Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Buy |
18,614
+956
| +5% | +$228K | 1.2% | 33 |
|
|
2025
Q1 | $3.32M | Buy |
17,658
+1,248
| +8% | +$235K | 0.95% | 49 |
|
|
2024
Q4 | $3.54M | Buy |
+16,410
| New | +$3.54M | 1.01% | 37 |
|
|
2024
Q2 | $2.75M | Buy |
11,160
+594
| +6% | +$146K | 1.35% | 30 |
|
|
2024
Q1 | $2.39M | Buy |
10,566
+7,606
| +257% | +$1.72M | 1.32% | 30 |
|
|
2023
Q4 | $1.71M | Buy |
+2,960
| New | +$1.71M | 1.23% | 29 |
|