IAM Advisory’s VanEck Semiconductor ETF SMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.25M | Sell |
29,571
-306
| -1% | -$85.3K | 1.98% | 10 |
|
|
2025
Q1 | $6.32M | Buy |
29,877
+164
| +0.6% | +$34.7K | 1.64% | 12 |
|
|
2024
Q4 | $7.2M | Sell |
29,713
-476
| -2% | -$115K | 1.82% | 11 |
|
|
2024
Q3 | $7.41M | Sell |
30,189
-337
| -1% | -$82.7K | 1.87% | 10 |
|
|
2024
Q2 | $7.96M | Sell |
30,526
-1
| -0% | -$261 | 2.16% | 10 |
|
|
2024
Q1 | $6.87M | Sell |
30,527
-564
| -2% | -$127K | 1.88% | 10 |
|
|
2023
Q4 | $5.44M | Buy |
31,091
+702
| +2% | +$123K | 1.71% | 12 |
|
|
2023
Q3 | $4.41M | Buy |
+30,389
| New | +$4.41M | 1.54% | 12 |
|
|
2022
Q3 | – | Sell |
-11,132
| Closed | -$1.13M | – | 85 |
|
|
2022
Q2 | $1.13M | Sell |
11,132
-506
| -4% | -$51.5K | 0.47% | 33 |
|
|
2022
Q1 | $1.57M | Buy |
11,638
+82
| +0.7% | +$11.1K | 0.64% | 22 |
|
|
2021
Q4 | $1.72M | Sell |
11,556
-140
| -1% | -$20.8K | 0.68% | 18 |
|
|
2021
Q3 | $1.48M | Buy |
+11,696
| New | +$1.48M | 0.63% | 23 |
|