Williams Jones Wealth Management’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	$251K	Buy	+1,050	New	+$251K	﹤0.01%	445
2025 Q1	–	Sell	-1,050	Closed	-$226K	–	518
2024 Q4	$226K	Buy	+1,050	New	+$226K	﹤0.01%	451