Marcum Wealth’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 Q1	$300K	Buy	+1,595	New	+$300K	0.03%	281
2022 Q2	–	Sell	-1,332	Closed	-$210K	–	418
2022 Q1	$210K	Hold	1,332	–	–	0.03%	313
2021 Q4	$241K	Buy	+1,332	New	+$241K	0.03%	294