Moneta Group Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Moneta Group Investment Advisors’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	$712K	Buy
2025 Q1	$548K	Sell
2024 Q4	$635K	Sell
2024 Q3	$744K	Buy
2024 Q2	$773K	Buy
2024 Q1	$633K	Sell
2023 Q4	$624K	Buy
2018 Q2	–	Sell
2018 Q1	$23K	Buy