Summit Financial »

iShares S&P NA Tec. Semi. Idx shares owned by Summit Financial

Quarter-by-quarter ownership of iShares S&P NA Tec. Semi. Idx (SOXX) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in iShares S&P NA Tec. Semi. Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec. Semi. Idx held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P NA Tec. Semi. Idx by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.8M 14k 640.74
2026-03-31 $3.8M 12k 328.66
2025-12-31 $3.0M 10k 301.16
2025-09-30 $2.5M 9.3k 271.12
2025-06-30 $2.3M 9.5k 238.70
2025-03-31 $391k 2.1k 188.17

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Summit Financial

Top funds holding iShares S&P NA Tec. Semi. Idx

Susquehanna International
Jane Street
Goldman Sachs Group
Barclays
Bank of America Corporation
Citadel Advisors
Morgan Stanley
Bnp Paribas Arbitrage, Snc
UBS Group
Healthcare Of Ontario Pension Plan Trust Fund
LPL Financial
Wells Fargo & Company
Holocene Advisors
Marshall Wace
Harel Insurance Investments & Financial Services

View all funds holding iShares S&P NA Tec. Semi. Idx