Wealthspire Advisors (New York)’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 | $2.6M | Buy |
10,901
+2,930
| +37% | +$699K | 0.01% | 242 |
|
|
2025
Q1 | $1.5M | Sell |
7,971
-2,016
| -20% | -$379K | 0.01% | 316 |
|
|
2024
Q4 | $2.15M | Buy |
9,987
+242
| +2% | +$52.1K | 0.02% | 237 |
|
|
2024
Q3 | $2.25M | Sell |
9,745
-779
| -7% | -$180K | 0.02% | 234 |
|
|
2024
Q2 | $2.6M | Buy |
10,524
+7,182
| +215% | +$1.77M | 0.03% | 173 |
|
|
2024
Q1 | $755K | Sell |
3,342
-864
| -21% | -$195K | 0.01% | 355 |
|
|
2023
Q4 | $808K | Buy |
+4,206
| New | +$808K | 0.01% | 347 |
|