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

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

Historical chart of Summit Financial Strategies 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 Strategies consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $313k 489 640.76

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Summit Financial Strategies

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

Goldman Sachs Group
Bank of America Corporation
Jane Street
Susquehanna International
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Finepoint Capital
UBS Group
LPL Financial
Bank of Nova Scotia
Wells Fargo & Company
Citadel Advisors
Healthcare Of Ontario Pension Plan Trust Fund
Citigroup
CloudAlpha Capital Management Limited/Hong Kong

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