Retirement Planning Group (Kansas)’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 | $1.31M | Sell |
5,497
-182
| -3% | -$43.4K | 0.06% | 120 |
|
|
2025
Q1 | $1.07M | Sell |
5,679
-2,582
| -31% | -$486K | 0.05% | 122 |
|
|
2024
Q4 | $1.78M | Sell |
8,261
-4,982
| -38% | -$1.07M | 0.09% | 89 |
|
|
2024
Q3 | $3.05M | Sell |
13,243
-568
| -4% | -$131K | 0.17% | 63 |
|
|
2024
Q2 | $3.41M | Buy |
13,811
+1,743
| +14% | +$430K | 0.22% | 47 |
|
|
2024
Q1 | $2.73M | Buy |
+12,068
| New | +$2.73M | 0.21% | 53 |
|