Accurate Wealth Management, LLC Ishares Semiconductor ETF Transaction History

Accurate Wealth Management, LLC

$688 Million
Q4 2025

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,996 shares of SOXX stock, worth $575,885. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,996

Previous 1,672 19.38%

Holding current value

$575,885

Previous $453,000 26.93%

% of portfolio

0.08%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$271.99 - $309.6 $88,124 - $100,310	324 Added 19.38%	1,996 $575,000
Q3 2025 Oct 20, 2025	SELL	$236.93 - $271.12 $236 - $271	-1 Reduced 0.06%	1,672 $453,000
Q2 2025 Jul 15, 2025	SELL	$154.86 - $239.07 $309 - $478	-2 Reduced 0.12%	1,673 $399,000
Q1 2025 Apr 14, 2025	BUY	$188.17 - $235.81 $4,139 - $5,187	22 Added 1.33%	1,675 $316,000
Q4 2024 Jan 14, 2025	BUY	$211.27 - $239.8 $136,480 - $154,910	646 Added 64.15%	1,653 $356,000

Q3 2024 Oct 17, 2024	SELL	$199.29 - $265.49 $5,779 - $7,699	-29 Reduced 2.8%	1,007 $232,000
Q2 2024 Jul 17, 2024	BUY	$198.39 - $259.28 $205,532 - $268,614	1,036 New	1,036 $255,000
Q4 2022 Jan 11, 2023	BUY	$99.56 - $388.03 $9,059 - $35,310	91 New	91 $0

Others Institutions Holding SOXX

# of Institutions

909

Shares Held

24.5M

Call Options Held

2.9M

Put Options Held

4.52M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

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Accurate Wealth Management, LLC Ishares Semiconductor ETF Transaction History