RWA Wealth Partners’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
$400K Buy
+1,675
New +$400K 0.01% 461
2024
Q3
Sell
-911
Closed -$225K 580
2024
Q2
$225K Sell
911
-214
-19% -$52.8K ﹤0.01% 512
2024
Q1
$254K Sell
1,125
-15
-1% -$3.39K ﹤0.01% 485
2023
Q4
$219K Buy
+1,140
New +$219K ﹤0.01% 497