Steward Partners Investment Advisory’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
Q3 | $10.7M | Buy |
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|
2025
Q2 | $8.74M | Buy |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $2.72M | Buy |
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|
2024
Q3 | $2.26M | Sell |
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|
2024
Q2 | $2.93M | Sell |
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|
2024
Q1 | $2.76M | Buy |
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|
2023
Q4 | $2.31M | Sell |
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|
2023
Q3 | $3.19M | Sell |
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|
2023
Q2 | $3.61M | Buy |
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|
2023
Q1 | $2.87M | Buy |
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|
2022
Q4 | $1.81M | Hold |
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|
2022
Q3 | $1.66M | Buy |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $2.47M | Buy |
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|
2021
Q4 | $2.75M | Buy |
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|
2021
Q3 | $2.22M | Buy |
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|
2021
Q2 | $1.84M | Sell |
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|
2021
Q1 | $2.33M | Sell |
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|
2020
Q4 | $3.21M | Buy |
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|
2020
Q3 | $2.52M | Buy |
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|
2020
Q2 | $2.22M | Buy |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $1.51M | Buy |
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|
2019
Q3 | $998K | Buy |
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|
2019
Q2 | $716K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $12K | Buy |
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|
2018
Q2 | $5K | Sell |
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|
2018
Q1 | $5K | Buy |
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|
2017
Q4 | $4K | Buy |
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