SWA
SOA Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Sell |
2,013
-168
| -8% | -$40.1K | 0.09% | 124 |
|
|
2025
Q1 | $410K | Buy |
2,181
+2
| +0.1% | +$376 | 0.09% | 122 |
|
|
2024
Q4 | $469K | Buy |
2,179
+4
| +0.2% | +$862 | 0.09% | 116 |
|
|
2024
Q3 | $502K | Buy |
2,175
+5
| +0.2% | +$1.15K | 0.1% | 112 |
|
|
2024
Q2 | $535K | Buy |
2,170
+2
| +0.1% | +$493 | 0.11% | 107 |
|
|
2024
Q1 | $490K | Buy |
2,168
+1,444
| +199% | +$326K | 0.1% | 111 |
|
|
2023
Q4 | $417K | Buy |
724
+4
| +0.6% | +$2.3K | 0.09% | 114 |
|
|
2023
Q3 | $341K | Hold |
720
| – | – | 0.08% | 123 |
|
|
2023
Q2 | $365K | Buy |
720
+1
| +0.1% | +$507 | 0.09% | 118 |
|
|
2023
Q1 | $320K | Buy |
719
+38
| +6% | +$16.9K | 0.08% | 120 |
|
|
2022
Q4 | $237K | Buy |
681
+1
| +0.1% | +$348 | 0.06% | 136 |
|
|
2022
Q3 | $216K | Buy |
680
+229
| +51% | +$72.7K | 0.07% | 140 |
|
|
2022
Q2 | $157K | Buy |
451
+170
| +60% | +$59.2K | 0.05% | 163 |
|
|
2022
Q1 | $133K | Buy |
+281
| New | +$133K | 0.03% | 207 |
|