Castleview Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Castleview Partners’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.71M	Buy	2,800 +2,083	+291%	+$1.19M	0.75%	27
2026 Q2	$470K	Buy	+717	New	+$391K	0.21%	121
2025 Q1	–	Sell	-221	Closed	-$54.1K	–	497
2024 Q4	$54.1K	Hold	221	–	–	0.03%	333
2024 Q3	$54.2K	Hold	221	–	–	0.03%	316
2024 Q2	$57.6K	Buy	221 +16	+8%	+$3.75K	0.03%	322
2024 Q1	$46.1K	Buy	205 +5	+3%	+$1K	0.03%	360
2023 Q4	$35K	Buy	+200	New	+$31.3K	0.02%	361

Other funds holding SMH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Castleview Partners's SMH Position: Q3 2026 in Review

Castleview Partners increased its VanEck Semiconductor ETF (SMH) stake by 291% in Q3 2026, buying an estimated $1.19M and bringing the position to 2,800 shares worth $1.71M. The position accounts for 0.75% of the portfolio, ranked #27.

Castleview Partners first reported a position in SMH in Q4 2023 and has held it in 7 quarters since. 925 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Castleview Partners held 2,800 shares of VanEck Semiconductor ETF worth $1.71M as of Q3 2026.
Castleview Partners bought 2,083 VanEck Semiconductor ETF shares in Q3 2026, an estimated $1.19M.
VanEck Semiconductor ETF made up 0.75% of Castleview Partners's portfolio in Q3 2026, its #27 holding.
Castleview Partners first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 7 quarters since.
925 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.