OneDigital Investment Advisors’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
$303K Buy
+1,268
New +$303K ﹤0.01% 1163
2024
Q3
Sell
-927
Closed -$229K 1463
2024
Q2
$229K Buy
+927
New +$229K ﹤0.01% 1234
2018
Q4
Sell
-318
Closed -$20K 1269
2018
Q3
$20K Buy
+318
New +$20K ﹤0.01% 668