Marcum Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Marcum Wealth’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$300K	Buy
2022 Q2	–	Sell
2022 Q1	$210K	Hold
2021 Q4	$241K	Buy