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Gerber LLC’s iShares Semiconductor ETF SOXX Stock Holding History

Gerber LLC’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$812K Hold
1,267
– – 0.38% 36
2026
Q1 		$416K Buy
1,267
+1
+0.1% +$341 0.23% 50
2025
Q4 		$381K Hold
1,266
– – 0.21% 47
2025
Q3 		$343K Buy
1,266
+2
+0.2% +$499 0.22% 50
2025
Q2 		$302K Buy
1,264
+1
+0.1% +$200 0.21% 63
2025
Q1 		$238K Buy
1,263
+1
+0.1% +$214 0.2% 78
2024
Q4 		$272K Buy
1,262
+1
+0.1% +$223 0.2% 65
2024
Q3 		$291K Sell
1,261
-32
-2% -$7.35K 0.21% 64
2024
Q2 		$319K Buy
1,293
+1
+0.1% +$229 0.25% 61
2024
Q1 		$292K Sell
1,292
-808
-38% -$168K 0.25% 68
2023
Q4 		$403K Buy
+2,100
New +$352K 0.36% 48

Other funds holding SOXX

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Gerber LLC's SOXX Position: Q2 2026 in Review

Gerber LLC held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 1,267 shares worth $812K. The position accounts for 0.38% of the portfolio, ranked #36.

Gerber LLC first reported a position in SOXX in Q4 2023 and has held it in 11 quarters since. 593 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Gerber LLC held 1,267 shares of iShares Semiconductor ETF worth $812K as of Q2 2026.
  • Gerber LLC left its iShares Semiconductor ETF share count unchanged in Q2 2026.
  • iShares Semiconductor ETF made up 0.38% of Gerber LLC's portfolio in Q2 2026, its #36 holding.
  • Gerber LLC first reported a position in iShares Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
  • 593 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.