Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares Semiconductor ETF SOXX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.5M Buy
57,515
+13,255
+30% +$4.52M 0.04% 405
2025
Q4 		$14.5M Buy
44,260
+1,767
+4% +$521K 0.02% 576
2025
Q3 		$12M Sell
42,493
-790
-2% -$197K 0.02% 591
2025
Q2 		$10.5M Buy
43,283
+15,850
+58% +$3.18M 0.02% 613
2025
Q1 		$5.16M Sell
27,433
-2,144
-7% -$458K 0.01% 825
2024
Q4 		$6.37M Sell
29,577
-112
-0.4% -$25K 0.01% 714
2024
Q3 		$6.85M Sell
29,689
-2,509
-8% -$576K 0.01% 628
2024
Q2 		$7.94M Buy
32,198
+1,686
+6% +$386K 0.02% 550
2024
Q1 		$6.89M Buy
30,512
+2,963
+11% +$616K 0.02% 585
2023
Q4 		$5.29M Buy
27,549
+6,006
+28% +$1.01M 0.02% 594
2023
Q3 		$3.4M Buy
+21,543
New +$3.59M 0.01% 676

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