Welch & Forbes’s iShares Semiconductor ETF SOXX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$471K	Hold	1,434	–	–	0.01%	276
2025 Q4	$432K	Sell	1,434 -75	-5%	-$22.1K	0.01%	288
2025 Q3	$409K	Hold	1,509	–	–	﹤0.01%	296
2025 Q2	$360K	Buy	1,509 +95	+7%	+$19K	﹤0.01%	303
2025 Q1	$266K	Hold	1,414	–	–	﹤0.01%	330
2024 Q4	$305K	Buy	1,414 +16	+1%	+$3.57K	﹤0.01%	325
2024 Q3	$322K	Hold	1,398	–	–	﹤0.01%	330
2024 Q2	$363K	Hold	1,398	–	–	﹤0.01%	313
2024 Q1	$316K	Hold	1,398	–	–	﹤0.01%	325
2023 Q4	$268K	Hold	1,398	–	–	﹤0.01%	340
2023 Q3	$221K	Hold	1,398	–	–	﹤0.01%	354
2023 Q2	$236K	Hold	1,398	–	–	﹤0.01%	353
2023 Q1	$207K	Buy	+1,398	New	+$191K	﹤0.01%	359
2022 Q2	–	Sell	-1,398	Closed	-$221K	–	395
2022 Q1	$221K	Buy	+1,398	New	+$224K	﹤0.01%	368