WA
Wealthstream Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
5,269
+15
| +0.3% | +$3.58K | 0.21% | 45 |
|
|
2025
Q1 | $989K | Hold |
5,254
| – | – | 0.19% | 47 |
|
|
2024
Q4 | $1.13M | Hold |
5,254
| – | – | 0.21% | 40 |
|
|
2024
Q3 | $1.21M | Buy |
5,254
+12
| +0.2% | +$2.77K | 0.22% | 34 |
|
|
2024
Q2 | $1.29M | Buy |
5,242
+6
| +0.1% | +$1.48K | 0.47% | 30 |
|
|
2024
Q1 | $1.18M | Buy |
5,236
+3,493
| +200% | +$789K | 0.45% | 31 |
|
|
2023
Q4 | $1M | Buy |
+1,743
| New | +$1M | 0.41% | 31 |
|