Strategic Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$939K	Buy	+3,935	New	+$939K	0.07%	161
2024 Q4	$968K	Buy	4,345 +261	+6%	+$58.2K	0.08%	152
2024 Q3	$942K	Buy	4,084 +2,722	+200%	+$628K	0.09%	151
2024 Q2	$336K	Hold	1,362	–	–	0.04%	228
2024 Q1	$308K	Buy	+1,362	New	+$308K	0.03%	227