Gerber Kawasaki Wealth & Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44M | Sell |
133,860
-11,283
| -8% | -$3.85M | 1.4% | 19 |
|
|
2025
Q4 | $43.7M | Buy |
145,143
+3,622
| +3% | +$1.07M | 1.53% | 17 |
|
|
2025
Q3 | $38.4M | Sell |
141,521
-14,817
| -9% | -$3.7M | 1.32% | 20 |
|
|
2025
Q2 | $37.3M | Buy |
156,338
+117,703
| +305% | +$23.6M | 1.44% | 20 |
|
|
2025
Q1 | $7.27M | Sell |
38,635
-5,355
| -12% | -$1.14M | 0.33% | 59 |
|
|
2024
Q4 | $9.48M | Sell |
43,990
-86,430
| -66% | -$19.3M | 0.41% | 51 |
|
|
2024
Q3 | $30.1M | Buy |
130,420
+43,663
| +50% | +$10M | 1.38% | 19 |
|
|
2024
Q2 | $21.4M | Buy |
86,757
+10,928
| +14% | +$2.5M | 1.07% | 26 |
|
|
2024
Q1 | $17.1M | Buy |
75,829
+47,116
| +164% | +$9.8M | 0.93% | 27 |
|
|
2023
Q4 | $5.51M | Buy |
28,713
+1,590
| +6% | +$267K | 0.33% | 56 |
|
|
2023
Q3 | $4.28M | Sell |
27,123
-420
| -2% | -$69.9K | 0.29% | 67 |
|
|
2023
Q2 | $4.66M | Buy |
27,543
+198
| +0.7% | +$29.7K | 0.31% | 61 |
|
|
2023
Q1 | $4.05M | Buy |
27,345
+225
| +0.8% | +$30.7K | 0.32% | 64 |
|
|
2022
Q4 | $3.15M | Sell |
27,120
-1,395
| -5% | -$162K | 0.28% | 74 |
|
|
2022
Q3 | $3.03M | Buy |
28,515
+879
| +3% | +$110K | 0.28% | 71 |
|
|
2022
Q2 | $3.22M | Buy |
27,636
+21
| +0.1% | +$2.83K | 0.31% | 69 |
|
|
2022
Q1 | $4.36M | Buy |
27,615
+3,024
| +12% | +$484K | 0.36% | 48 |
|
|
2021
Q4 | $4.45M | Buy |
24,591
+24,033
| +4,307% | +$4.03M | 0.35% | 53 |
|
|
2021
Q3 | $186K | Sell |
558
-21,768
| -98% | -$3.31M | 0.02% | 187 |
|
|
2021
Q2 | $3.38M | Buy |
22,326
+1,572
| +8% | +$225K | 0.35% | 53 |
|
|
2021
Q1 | $2.93M | Buy |
20,754
+939
| +5% | +$128K | 0.35% | 52 |
|
|
2020
Q4 | $2.5M | Buy |
+19,815
| New | +$2.27M | 0.35% | 53 |
|
|
2020
Q3 | – | Sell |
-21,531
| Closed | -$1.94M | – | 150 |
|
|
2020
Q2 | $1.94M | Sell |
21,531
-24
| -0.1% | -$1.94K | 0.43% | 49 |
|
|
2020
Q1 | $1.47M | Sell |
21,555
-1,188
| -5% | -$94.1K | 0.42% | 52 |
|
|
2019
Q4 | $1.9M | Sell |
22,743
-57
| -0.3% | -$4.38K | 0.48% | 45 |
|
|
2019
Q3 | $1.61M | Sell |
22,800
-621
| -3% | -$42.8K | 0.46% | 47 |
|
|
2019
Q2 | $1.55M | Sell |
23,421
-6,087
| -21% | -$398K | 0.45% | 46 |
|
|
2019
Q1 | $1.86M | Sell |
29,508
-2,379
| -7% | -$140K | 0.55% | 42 |
|
|
2018
Q4 | $1.67M | Sell |
31,887
-291
| -0.9% | -$16K | 0.59% | 41 |
|
|
2018
Q3 | $1.99M | Buy |
32,178
+1,152
| +4% | +$71.2K | 0.54% | 38 |
|
|
2018
Q2 | $1.85M | Sell |
31,026
-1,383
| -4% | -$83.9K | 0.56% | 39 |
|
|
2018
Q1 | $1.95M | Sell |
32,409
-1,806
| -5% | -$110K | 0.63% | 38 |
|
|
2017
Q4 | $1.94M | Sell |
34,215
-564
| -2% | -$32.1K | 0.67% | 36 |
|
|
2017
Q3 | $1.88M | Sell |
34,779
-18,117
| -34% | -$901K | 0.69% | 39 |
|
|
2017
Q2 | $2.55M | Buy |
52,896
+11,007
| +26% | +$519K | 0.97% | 28 |
|
|
2017
Q1 | $1.88M | Buy |
41,889
+11,277
| +37% | +$492K | 0.81% | 32 |
|
|
2016
Q4 | $1.25M | Buy |
30,612
+21,096
| +222% | +$815K | 0.66% | 36 |
|
|
2016
Q3 | $358K | Buy |
+9,516
| New | +$332K | 0.21% | 74 |
|
Other funds holding SOXX
