Clarus Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Clarus Wealth Advisors’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	$1.79M	Sell	3,020 -1,178	-28%	-$643K	0.69%	55
2026 Q1	$1.68M	Sell	4,198 -434	-9%	-$172K	0.72%	49
2025 Q4	$1.81M	Sell	4,632 -242	-5%	-$84.9K	0.75%	44
2025 Q3	$1.64M	Buy	4,874 +56	+1%	+$16.6K	0.73%	44
2025 Q2	$1.37M	Buy	4,818 +619	+15%	+$144K	0.63%	49
2025 Q1	$885K	Buy	4,199 +763	+22%	+$183K	0.47%	52
2024 Q4	$841K	Buy	3,436 +624	+22%	+$155K	0.42%	57
2024 Q3	$698K	Buy	2,812 +364	+15%	+$88.5K	0.36%	59
2024 Q2	$689K	Sell	2,448 -347	-12%	-$81.4K	0.37%	55
2024 Q1	$621K	Sell	2,795 -568	-17%	-$114K	0.35%	59
2023 Q4	$606K	Buy	+3,363	New	+$526K	0.36%	62
2023 Q2	$509K	Sell	3,415 -233	-6%	-$31.5K	0.31%	71
2023 Q1	$460K	Buy	+3,648	New	+$437K	0.29%	71
2022 Q2	–	Sell	-3,500	Closed	-$422K	–	117
2022 Q1	$422K	Buy	3,500 +196	+6%	+$26.8K	0.26%	70
2021 Q4	$505K	Sell	3,304 -378	-10%	-$54.7K	0.29%	51
2021 Q3	$466K	Buy	3,682 +104	+3%	+$13.7K	0.29%	57
2021 Q2	$466K	Buy	3,578 +406	+13%	+$50.1K	0.29%	58
2021 Q1	$406K	Sell	3,172 -92	-3%	-$10.9K	0.25%	73
2020 Q4	$382K	Sell	3,264 -682	-17%	-$67.6K	0.25%	78
2020 Q3	$350K	Buy	3,946 +586	+17%	+$49.1K	0.27%	77
2020 Q2	$261K	Buy	+3,360	New	+$231K	0.22%	97

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Clarus Wealth Advisors's SMH Position: Q2 2026 in Review

Clarus Wealth Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 28% in Q2 2026, selling an estimated $643K and leaving 3,020 shares worth $1.79M. The position accounts for 0.69% of the portfolio, ranked #55.

Clarus Wealth Advisors first reported a position in SMH in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.81M in Q4 2025. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Clarus Wealth Advisors held 3,020 shares of VanEck Semiconductor ETF worth $1.79M as of Q2 2026.
Clarus Wealth Advisors sold 1,178 VanEck Semiconductor ETF shares in Q2 2026, an estimated $643K.
VanEck Semiconductor ETF made up 0.69% of Clarus Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Clarus Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q2 2020 and has held it in 21 quarters since.
Clarus Wealth Advisors's VanEck Semiconductor ETF position peaked at $1.81M in Q4 2025.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.