Heritage Wealth Management (Ohio)’s VanEck Semiconductor ETF SMH Stock Holding History

Heritage Wealth Management (Ohio)’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 Q1	$316K	Hold	825	–	–	0.16%	123
2025 Q4	$297K	Sell	825 -75	-8%	-$26.3K	0.08%	203
2025 Q3	$294K	Hold	900	–	–	0.09%	194
2025 Q2	$251K	Buy	+900	New	+$209K	0.08%	205
2025 Q1	–	Sell	-900	Closed	-$218K	–	237
2024 Q4	$218K	Hold	900	–	–	0.07%	215
2024 Q3	$221K	Hold	900	–	–	0.07%	212
2024 Q2	$243K	Buy	+900	New	+$211K	0.08%	197

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s SMH Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its VanEck Semiconductor ETF (SMH) position steady in Q1 2026 at 825 shares worth $316K. The position accounts for 0.16% of the portfolio, ranked #123.

Heritage Wealth Management (Ohio) first reported a position in SMH in Q2 2024 and has held it in 7 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Heritage Wealth Management (Ohio) held 825 shares of VanEck Semiconductor ETF worth $316K as of Q1 2026.
Heritage Wealth Management (Ohio) left its VanEck Semiconductor ETF share count unchanged in Q1 2026.
VanEck Semiconductor ETF made up 0.16% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #123 holding.
Heritage Wealth Management (Ohio) first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 7 quarters since.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.