Wellspring Financial Advisors’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
$25.7M Buy
+107,874
New +$25.7M 2.59% 10
2022
Q2
Sell
-777
Closed -$123K 138
2022
Q1
$123K Buy
+777
New +$123K 0.04% 124