First Heartland Consultants’s VanEck Semiconductor ETF SMH Stock Holding History

First Heartland Consultants's SMH Position: Q2 2026 in Review

First Heartland Consultants increased its VanEck Semiconductor ETF (SMH) stake by 16% in Q2 2026, buying an estimated $428K and bringing the position to 5,560 shares worth $3.65M. The position accounts for 0.24% of the portfolio, ranked #99.

First Heartland Consultants first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

• First Heartland Consultants held 5,560 shares of VanEck Semiconductor ETF worth $3.65M as of Q2 2026.
• First Heartland Consultants bought 784 VanEck Semiconductor ETF shares in Q2 2026, an estimated $428K.
• VanEck Semiconductor ETF made up 0.24% of First Heartland Consultants's portfolio in Q2 2026, its #99 holding.
• First Heartland Consultants first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
• 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.