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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$362K Buy
552
+37
+7% +$20.2K 0.01% 713
2026
Q1
$198K Sell
515
-531
-51% -$211K 0.01% 1065
2025
Q4
$377K Buy
1,046
+486
+87% +$171K 0.01% 645
2025
Q3
$183K Buy
560
+83
+17% +$24.6K 0.01% 954
2025
Q2
$133K Buy
477
+106
+29% +$24.6K 0.01% 1055
2025
Q1
$78.5K Sell
371
-138
-27% -$33.1K ﹤0.01% 1008
2024
Q4
$123K Buy
509
+13
+3% +$3.23K 0.01% 843
2024
Q3
$122K Buy
496
+20
+4% +$4.86K 0.01% 728
2024
Q2
$118K Sell
476
-168
-26% -$39.4K 0.01% 733
2024
Q1
$138K Buy
644
+18
+3% +$3.62K 0.01% 604
2023
Q4
$110K Sell
626
-249
-28% -$39K 0.01% 606
2023
Q3
$127K Buy
875
+375
+75% +$56.8K 0.01% 495
2023
Q2
$76.1K Sell
500
-150
-23% -$20.3K 0.01% 674
2023
Q1
$85.5K Buy
650
+300
+86% +$36K 0.01% 591
2022
Q4
$35.5K Buy
+350
New +$35.6K 0.01% 889
2022
Q3
Sell
-16
Closed -$2K 2121
2022
Q2
$2K Buy
+16
New +$1.86K ﹤0.01% 1563

Other funds holding SMH

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

EverSource Wealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 7.2% in Q2 2026, buying an estimated $20.2K and bringing the position to 552 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #713.

EverSource Wealth Advisors first reported a position in SMH in Q2 2022 and has held it in 16 quarters since. The position peaked at $377K in Q4 2025. 1,543 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • EverSource Wealth Advisors held 552 shares of VanEck Semiconductor ETF worth $362K as of Q2 2026.
  • EverSource Wealth Advisors bought 37 VanEck Semiconductor ETF shares in Q2 2026, an estimated $20.2K.
  • VanEck Semiconductor ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #713 holding.
  • EverSource Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's VanEck Semiconductor ETF position peaked at $377K in Q4 2025.
  • 1,543 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.