YWS
Yarger Wealth Strategies’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+944
| New | +$225K | 0.12% | 103 |
|
|
2025
Q1 | – | Sell |
-990
| Closed | -$213K | – | 100 |
|
|
2024
Q4 | $213K | Buy |
990
+1
| +0.1% | +$216 | 0.12% | 84 |
|
|
2024
Q3 | $228K | Buy |
989
+3
| +0.3% | +$691 | 0.13% | 87 |
|
|
2024
Q2 | $243K | Buy |
986
+45
| +5% | +$11.1K | 0.15% | 74 |
|
|
2024
Q1 | $213K | Buy |
+941
| New | +$213K | 0.14% | 75 |
|