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Summit X LLC’s iShares Semiconductor ETF SOXX Stock Holding History

Summit X 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
2025
Q3 		– Sell
-2,829
Closed -$675K – 199
2025
Q2 		$675K Sell
2,829
-42
-1% -$8.42K 0.13% 123
2025
Q1 		$540K Buy
2,871
+63
+2% +$13.5K 0.11% 122
2024
Q4 		$605K Buy
2,808
+334
+14% +$74.5K 0.13% 111
2024
Q3 		$610K Sell
2,474
-82
-3% -$18.8K 0.15% 107
2024
Q2 		$632K Buy
2,556
+435
+21% +$99.6K 0.14% 109
2024
Q1 		$479K Sell
2,121
-561
-21% -$117K 0.12% 118
2023
Q4 		$447K Buy
2,682
+486
+22% +$81.5K 0.13% 117
2023
Q3 		$347K Buy
2,196
+126
+6% +$21K 0.11% 126
2023
Q2 		$350K Hold
2,070
– – 0.09% 194
2023
Q1 		$307K Sell
2,070
-228
-10% -$31.1K 0.08% 204
2022
Q4 		$268K Hold
2,298
– – 0.08% 220
2022
Q3 		$244K Hold
2,298
– – 0.07% 221
2022
Q2 		$265K Hold
2,298
– – 0.08% 220
2022
Q1 		$353K Buy
+2,298
New +$368K 0.09% 196

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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 $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Summit X LLC's SOXX Position: Q3 2025 in Review

Summit X LLC sold out of iShares Semiconductor ETF (SOXX) in Q3 2025, closing a stake of 2,829 shares — an estimated $675K sold.

Summit X LLC first reported a position in SOXX in Q1 2022 and held it in 14 quarters. The position peaked at $675K in Q2 2025. 785 funds tracked by Wall St. Rank hold SOXX as of Q3 2025.

  • Summit X LLC reported no remaining iShares Semiconductor ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 2,829 iShares Semiconductor ETF shares in Q3 2025, an estimated $675K.
  • Summit X LLC first reported a position in iShares Semiconductor ETF in Q1 2022 and held it in 14 quarters.
  • Summit X LLC's iShares Semiconductor ETF position peaked at $675K in Q2 2025.
  • 785 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.