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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
Q2 		$8.77M Buy
13,682
+1,975
+17% +$1M 0.1% 211
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 $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Financial's SOXX Position: Q2 2026 in Review

Summit Financial increased its iShares Semiconductor ETF (SOXX) stake by 17% in Q2 2026, buying an estimated $1M and bringing the position to 13,682 shares worth $8.77M. The position accounts for 0.1% of the portfolio, ranked #211.

Summit Financial first reported a position in SOXX in Q1 2025 and has held it in 6 quarters since. 1,185 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Summit Financial held 13,682 shares of iShares Semiconductor ETF worth $8.77M as of Q2 2026.
  • Summit Financial bought 1,975 iShares Semiconductor ETF shares in Q2 2026, an estimated $1M.
  • iShares Semiconductor ETF made up 0.1% of Summit Financial's portfolio in Q2 2026, its #211 holding.
  • Summit Financial first reported a position in iShares Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,185 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.