Moneta Group Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.02M | Buy |
|
|||||
|
2025
Q4 | $913K | Buy |
|
|||||
|
2025
Q3 | $797K | Sell |
|
|||||
|
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 |
|