Phoenix Financial’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
$876K Buy
3,672
+33
+0.9% +$7.87K 0.01% 250
2025
Q1
$685K Sell
3,639
-88
-2% -$16.6K 0.01% 241
2024
Q4
$803K Sell
3,727
-98
-3% -$21.1K 0.01% 236
2024
Q3
$882K Sell
3,825
-89
-2% -$20.5K 0.01% 223
2024
Q2
$965K Buy
3,914
+611
+18% +$151K 0.01% 217
2024
Q1
$746K Buy
+3,303
New +$746K 0.01% 243
2023
Q1
Sell
-1,776
Closed -$206K 326
2022
Q4
$206K Buy
+1,776
New +$206K ﹤0.01% 253
2022
Q3
Sell
-39,249
Closed -$5.55M 352
2022
Q2
$5.55M Buy
39,249
+36,318
+1,239% +$5.13M 0.11% 105
2022
Q1
$462K Buy
2,931
+447
+18% +$70.5K 0.01% 293
2021
Q4
$449K Buy
+2,484
New +$449K 0.01% 290