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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Castleview Partners's SMH Position: Q2 2026 in Review

Castleview Partners opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 717 shares worth $470K. The stake represents 0.21% of the portfolio and ranks #121 among its holdings. This is a return to the name: Castleview Partners previously reported a position in SMH as recently as Q4 2024.

Castleview Partners first reported a position in SMH in Q4 2023 and has held it in 6 quarters since. 428 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Castleview Partners held 717 shares of VanEck Semiconductor ETF worth $470K as of Q2 2026.
  • VanEck Semiconductor ETF was a new Castleview Partners position in Q2 2026.
  • VanEck Semiconductor ETF made up 0.21% of Castleview Partners's portfolio in Q2 2026, its #121 holding.
  • Castleview Partners first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 6 quarters since.
  • 428 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.