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Greenberg Financial Group’s iShares Semiconductor ETF SOXX Stock Holding History

Greenberg Financial Group’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
2025
Q4 		$843K Buy
+2,798
New +$825K 0.35% 42
2025
Q2 		$1.72M Sell
2,688
-105
-4% -$21K 0.64% 32
2025
Q1 		$918K Buy
+2,793
New +$596K 0.38% 44

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Greenberg Financial Group's SOXX Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in iShares Semiconductor ETF (SOXX) in Q4 2025: 2,798 shares worth $843K. The stake represents 0.35% of the portfolio and ranks #42 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in SOXX as recently as Q2 2025.

Greenberg Financial Group first reported a position in SOXX in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q2 2025. 876 funds tracked by Wall St. Rank hold SOXX as of Q4 2025.

  • Greenberg Financial Group held 2,798 shares of iShares Semiconductor ETF worth $843K as of Q4 2025.
  • iShares Semiconductor ETF was a new Greenberg Financial Group position in Q4 2025.
  • iShares Semiconductor ETF made up 0.35% of Greenberg Financial Group's portfolio in Q4 2025, its #42 holding.
  • Greenberg Financial Group first reported a position in iShares Semiconductor ETF in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's iShares Semiconductor ETF position peaked at $1.72M in Q2 2025.
  • 876 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.