SIS
Strategic Investment Solutions’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
1,470
+1,413
| +2,479% | +$337K | 0.11% | 98 |
|
|
2025
Q1 | $10.8K | Buy |
+57
| New | +$10.8K | ﹤0.01% | 355 |
|
|
2024
Q4 | – | Sell |
-457
| Closed | -$106K | – | 689 |
|
|
2024
Q3 | $106K | Sell |
457
-621
| -58% | -$144K | 0.03% | 138 |
|
|
2024
Q2 | $254K | Buy |
+1,078
| New | +$254K | 0.08% | 83 |
|
|
2023
Q4 | – | Sell |
-315
| Closed | -$160K | – | 1182 |
|
|
2023
Q3 | $160K | Buy |
315
+310
| +6,200% | +$158K | ﹤0.01% | 516 |
|
|
2023
Q2 | $2.72K | Hold |
5
| – | – | ﹤0.01% | 724 |
|
|
2023
Q1 | $2.26K | Buy |
+5
| New | +$2.26K | ﹤0.01% | 864 |
|