N.E.W. Advisory Services’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 | $546K | Sell |
2,288
-731
| -24% | -$174K | 0.05% | 110 |
|
|
2025
Q1 | $568K | Buy |
3,019
+616
| +26% | +$116K | 0.04% | 116 |
|
|
2024
Q4 | $518K | Buy |
2,403
+229
| +11% | +$49.4K | 0.05% | 112 |
|
|
2024
Q3 | $501K | Buy |
2,174
+236
| +12% | +$54.4K | 0.05% | 109 |
|
|
2024
Q2 | $478K | Buy |
1,938
+366
| +23% | +$90.3K | 0.05% | 105 |
|
|
2024
Q1 | $355K | Buy |
+1,572
| New | +$355K | 0.04% | 123 |
|