Klingman & Associates’s iShares Semiconductor ETF SOXX Stock Holding History

Klingman & Associates’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.39M	Hold	14,185	–	–	0.19%	54
2025 Q1	$2.67M	Buy	14,185 +890	+7%	+$167K	0.16%	61
2024 Q4	$2.86M	Buy	13,295 +95	+0.7%	+$20.5K	0.18%	55
2024 Q3	$3.04M	Sell	13,200 -12	-0.1%	-$2.77K	0.19%	55
2024 Q2	$3.26M	Buy	13,212 +12	+0.1%	+$2.96K	0.22%	50
2024 Q1	$2.98M	Hold	13,200	–	–	0.21%	49
2023 Q4	$2.53M	Hold	13,200	–	–	0.19%	52
2023 Q3	$2.08M	Hold	13,200	–	–	0.17%	60
2023 Q2	$2.23M	Hold	13,200	–	–	0.18%	54
2023 Q1	$1.96M	Hold	13,200	–	–	0.17%	56
2022 Q4	$1.53M	Hold	13,200	–	–	0.13%	63
2022 Q3	$1.4M	Hold	13,200	–	–	0.14%	62
2022 Q2	$1.54M	Hold	13,200	–	–	0.15%	61
2022 Q1	$2.08M	Hold	13,200	–	–	0.18%	51
2021 Q4	$2.39M	Hold	13,200	–	–	0.21%	43
2021 Q3	$1.96M	Hold	13,200	–	–	0.18%	49
2021 Q2	$2M	Hold	13,200	–	–	0.19%	48
2021 Q1	$1.87M	Hold	13,200	–	–	0.19%	46
2020 Q4	$1.67M	Sell	13,200 -30	-0.2%	-$3.79K	0.19%	47
2020 Q3	$1.34M	Buy	13,230 +30	+0.2%	+$3.05K	0.18%	47
2020 Q2	$1.19M	Hold	13,200	–	–	0.18%	50
2020 Q1	$903K	Hold	13,200	–	–	0.18%	53
2019 Q4	$1.11M	Hold	13,200	–	–	0.18%	51
2019 Q3	$930K	Hold	13,200	–	–	0.17%	53
2019 Q2	$873K	Hold	13,200	–	–	0.16%	53
2019 Q1	$834K	Hold	13,200	–	–	0.16%	54
2018 Q4	$690K	Hold	13,200	–	–	0.16%	53
2018 Q3	$814K	Hold	13,200	–	–	0.17%	52
2018 Q2	$784K	Hold	13,200	–	–	0.17%	54
2018 Q1	$792K	Hold	13,200	–	–	0.18%	49
2017 Q4	$747K	Hold	13,200	–	–	0.16%	54
2017 Q3	$698K	Hold	13,200	–	–	0.17%	45
2017 Q2	$617K	Hold	13,200	–	–	0.16%	50
2017 Q1	$602K	Hold	13,200	–	–	0.17%	50
2016 Q4	$540K	Hold	13,200	–	–	0.16%	51
2016 Q3	$497K	Hold	13,200	–	–	0.15%	56
2016 Q2	$412K	Hold	13,200	–	–	0.13%	63
2016 Q1	$403K	Hold	13,200	–	–	0.14%	65
2015 Q4	$395K	Hold	13,200	–	–	0.15%	71
2015 Q3	$358K	Hold	13,200	–	–	0.14%	77
2015 Q2	$405K	Hold	13,200	–	–	0.16%	59
2015 Q1	$414K	Hold	13,200	–	–	0.17%	56
2014 Q4	$408K	Buy	+13,200	New	+$408K	0.17%	58