RDA Financial Network’s iShares Semiconductor ETF SOXX Stock Holding History

RDA Financial Network’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
2026 Q2	$1.25M	Sell	1,956 -302	-13%	-$153K	0.27%	85
2026 Q1	$742K	Hold	2,258	–	–	0.19%	125
2025 Q4	$680K	Hold	2,258	–	–	0.16%	127
2025 Q3	$612K	Hold	2,258	–	–	0.15%	132
2025 Q2	$539K	Sell	2,258 -125	-5%	-$25.1K	0.15%	141
2025 Q1	$448K	Hold	2,383	–	–	0.13%	143
2024 Q4	$514K	Sell	2,383 -375	-14%	-$83.7K	0.15%	136
2024 Q3	$636K	Sell	2,758 -8	-0.3%	-$1.84K	0.2%	120
2024 Q2	$682K	Sell	2,766 -225	-8%	-$51.5K	0.22%	107
2024 Q1	$676K	Hold	2,991	–	–	0.23%	108
2023 Q4	$574K	Hold	2,991	–	–	0.22%	113
2023 Q3	$472K	Buy	2,991 +90	+3%	+$15K	0.2%	115
2023 Q2	$491K	Sell	2,901 -240	-8%	-$36K	0.21%	113
2023 Q1	$466K	Hold	3,141	–	–	0.21%	113
2022 Q4	$364K	Buy	3,141 +300	+11%	+$34.8K	0.18%	133
2022 Q3	$302K	Hold	2,841	–	–	0.16%	141
2022 Q2	$331K	Buy	2,841 +30	+1%	+$4.05K	0.17%	140
2022 Q1	$443K	Hold	2,811	–	–	0.19%	124
2021 Q4	$508K	Hold	2,811	–	–	0.21%	117
2021 Q3	$418K	Buy	2,811 +3	+0.1%	+$456	0.18%	127
2021 Q2	$425K	Buy	2,808 +648	+30%	+$92.7K	0.19%	126
2021 Q1	$305K	Hold	2,160	–	–	0.13%	169
2020 Q4	$273K	Buy	+2,160	New	+$248K	0.12%	173

Other funds holding SOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return