Modera Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Modera Wealth Management’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 Q2	$230K	Buy
2024 Q4	–	Sell
2024 Q3	$238K	Sell
2024 Q2	$416K	Buy
2024 Q1	$327K	Hold
2023 Q4	$278K	Hold
2023 Q3	$228K	Sell
2023 Q2	$246K	Buy