ZF
Zhang Financial’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,194
| Closed | -$413K | – | 310 |
|
|
2025
Q1 | $413K | Sell |
2,194
-426
| -16% | -$80.1K | 0.02% | 218 |
|
|
2024
Q4 | $565K | Sell |
2,620
-451
| -15% | -$97.2K | 0.03% | 189 |
|
|
2024
Q3 | $708K | Buy |
3,071
+2,167
| +240% | +$500K | 0.04% | 173 |
|
|
2024
Q2 | $223K | Buy |
+904
| New | +$223K | 0.02% | 247 |
|