Mather Group’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
Q2
Sell
-338
Closed -$63.6K 1563
2025
Q1
$63.6K Sell
338
-33
-9% -$6.21K ﹤0.01% 855
2024
Q4
$79.9K Sell
371
-38
-9% -$8.19K ﹤0.01% 781
2024
Q3
$94.3K Buy
409
+75
+22% +$17.3K ﹤0.01% 750
2024
Q2
$75.5K Buy
334
+318
+1,988% +$71.8K ﹤0.01% 887
2024
Q1
$9.22K Buy
+16
New +$9.22K ﹤0.01% 1215