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Summit Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Summit Financial’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
Q1 		$3.85M Buy
11,707
+1,602
+16% +$547K 0.05% 378
2025
Q4 		$3.04M Buy
10,105
+775
+8% +$229K 0.04% 376
2025
Q3 		$2.53M Sell
9,330
-183
-2% -$45.6K 0.04% 422
2025
Q2 		$2.27M Buy
9,513
+7,438
+358% +$1.49M 0.05% 273
2025
Q1 		$390K Buy
+2,075
New +$443K 0.01% 569

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Summit Financial's SOXX Position: Q1 2026 in Review

Summit Financial increased its iShares Semiconductor ETF (SOXX) stake by 16% in Q1 2026, buying an estimated $547K and bringing the position to 11,707 shares worth $3.85M. The position accounts for 0.05% of the portfolio, ranked #378.

Summit Financial first reported a position in SOXX in Q1 2025 and has held it in 5 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Summit Financial held 11,707 shares of iShares Semiconductor ETF worth $3.85M as of Q1 2026.
  • Summit Financial bought 1,602 iShares Semiconductor ETF shares in Q1 2026, an estimated $547K.
  • iShares Semiconductor ETF made up 0.05% of Summit Financial's portfolio in Q1 2026, its #378 holding.
  • Summit Financial first reported a position in iShares Semiconductor ETF in Q1 2025 and has held it in 5 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.