Secure Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,356
| Closed | -$255K | – | 347 |
|
|
2025
Q1 | $255K | Sell |
1,356
-8
| -0.6% | -$1.51K | 0.05% | 248 |
|
|
2024
Q4 | $294K | Buy |
1,364
+7
| +0.5% | +$1.51K | 0.04% | 255 |
|
|
2024
Q3 | $313K | Sell |
1,357
-84
| -6% | -$19.4K | 0.05% | 239 |
|
|
2024
Q2 | $355K | Sell |
1,441
-191
| -12% | -$47.1K | 0.07% | 204 |
|
|
2024
Q1 | $369K | Buy |
+1,632
| New | +$369K | 0.09% | 154 |
|