Custom Index Systems’s VanEck Semiconductor ETF SMH Stock Holding History

Custom Index Systems’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	$1.05M	Buy	1,604 +7	+0.4%	+$3.82K	0.38%	66
2026 Q1	$612K	Buy	1,597 +49	+3%	+$19.5K	0.27%	105
2025 Q4	$557K	Sell	1,548 -1,077	-41%	-$378K	0.25%	120
2025 Q3	$857K	Buy	2,625 +291	+12%	+$86.2K	0.25%	109
2025 Q2	$651K	Sell	2,334 -3,426	-59%	-$794K	0.31%	90
2025 Q1	$1.22M	Sell	5,760 -1,596	-22%	-$383K	0.62%	34
2024 Q4	$1.78M	Sell	7,356 -51	-0.7%	-$12.7K	0.96%	23
2024 Q3	$1.82M	Buy	7,407 +274	+4%	+$66.6K	0.98%	20
2024 Q2	$1.86M	Sell	7,133 -3,200	-31%	-$750K	1.07%	20
2024 Q1	$2.32M	Sell	10,333 -381	-4%	-$76.6K	1.32%	16
2023 Q4	$1.87M	Buy	+10,714	New	+$1.68M	1.15%	16

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

Custom Index Systems's SMH Position: Q2 2026 in Review

Custom Index Systems increased its VanEck Semiconductor ETF (SMH) stake by 0.44% in Q2 2026, buying an estimated $3.82K and bringing the position to 1,604 shares worth $1.05M. The position accounts for 0.38% of the portfolio, ranked #66.

Custom Index Systems first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.32M in Q1 2024. 1,545 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Custom Index Systems held 1,604 shares of VanEck Semiconductor ETF worth $1.05M as of Q2 2026.
Custom Index Systems bought 7 VanEck Semiconductor ETF shares in Q2 2026, an estimated $3.82K.
VanEck Semiconductor ETF made up 0.38% of Custom Index Systems's portfolio in Q2 2026, its #66 holding.
Custom Index Systems first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
Custom Index Systems's VanEck Semiconductor ETF position peaked at $2.32M in Q1 2024.
1,545 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.