SWM
Selective Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
2,298
+401
| +21% | +$97.9K | 0.2% | 54 |
|
|
2025
Q1 | $327K | Buy |
1,897
+20
| +1% | +$3.45K | 0.14% | 68 |
|
|
2024
Q4 | $411K | Buy |
1,877
+252
| +16% | +$55.2K | 0.17% | 61 |
|
|
2024
Q3 | $378K | Buy |
1,625
+164
| +11% | +$38.2K | 0.16% | 68 |
|
|
2024
Q2 | $379K | Buy |
+1,461
| New | +$379K | 0.17% | 67 |
|
|
2022
Q4 | – | Sell |
-469
| Closed | -$149K | – | 633 |
|
|
2022
Q3 | $149K | Hold |
469
| – | – | 0.06% | 162 |
|
|
2022
Q2 | $164K | Hold |
469
| – | – | 0.06% | 162 |
|
|
2022
Q1 | $222K | Sell |
469
-150
| -24% | -$71K | 0.08% | 121 |
|
|
2021
Q4 | $336K | Sell |
619
-6
| -1% | -$3.26K | 0.14% | 80 |
|
|
2021
Q3 | $279K | Buy |
625
+475
| +317% | +$212K | 0.15% | 76 |
|
|
2021
Q2 | $68K | Buy |
+150
| New | +$68K | 0.05% | 156 |
|