Robertson Stephens Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
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|
2025
Q1 | $1.32M | Sell |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $3.72M | Buy |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.04M | Hold |
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|
2023
Q4 | $885K | Sell |
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|
2023
Q3 | $735K | Sell |
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|
2023
Q2 | $982K | Sell |
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|
2023
Q1 | $1.43M | Hold |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $885K | Hold |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $712K | Hold |
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|
2021
Q2 | $725K | Hold |
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|
2021
Q1 | $677K | Hold |
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|
2020
Q4 | $605K | Buy |
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|
2020
Q3 | $434K | Buy |
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|
2020
Q2 | $215K | Buy |
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