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IAM Advisory’s VanEck Semiconductor ETF SMH Stock Holding History

IAM Advisory’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 		$15.5M Sell
23,557
-1,588
-6% -$866K 3.01% 8
2026
Q1 		$9.64M Sell
25,145
-2,008
-7% -$797K 2.16% 10
2025
Q4 		$9.78M Sell
27,153
-769
-3% -$270K 2.17% 10
2025
Q3 		$9.11M Sell
27,922
-1,649
-6% -$488K 2.05% 10
2025
Q2 		$8.25M Sell
29,571
-306
-1% -$71K 1.98% 10
2025
Q1 		$6.32M Buy
29,877
+164
+0.6% +$39.3K 1.64% 12
2024
Q4 		$7.2M Sell
29,713
-476
-2% -$118K 1.82% 11
2024
Q3 		$7.41M Sell
30,189
-337
-1% -$81.9K 1.87% 10
2024
Q2 		$7.96M Sell
30,526
-1
-0% -$234 2.16% 10
2024
Q1 		$6.87M Sell
30,527
-564
-2% -$113K 1.88% 10
2023
Q4 		$5.44M Buy
31,091
+702
+2% +$110K 1.71% 12
2023
Q3 		$4.41M Buy
+30,389
New +$4.6M 1.54% 12
2022
Q3 		– Sell
-11,132
Closed -$1.13M – 85
2022
Q2 		$1.13M Sell
11,132
-506
-4% -$58.8K 0.47% 33
2022
Q1 		$1.57M Buy
11,638
+82
+0.7% +$11.2K 0.64% 22
2021
Q4 		$1.72M Sell
11,556
-140
-1% -$20.2K 0.68% 18
2021
Q3 		$1.48M Buy
+11,696
New +$1.54M 0.63% 23

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

IAM Advisory's SMH Position: Q2 2026 in Review

IAM Advisory reduced its VanEck Semiconductor ETF (SMH) stake by 6.3% in Q2 2026, selling an estimated $866K and leaving 23,557 shares worth $15.5M. The position accounts for 3.01% of the portfolio, ranked #8.

IAM Advisory first reported a position in SMH in Q3 2021 and has held it in 16 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • IAM Advisory held 23,557 shares of VanEck Semiconductor ETF worth $15.5M as of Q2 2026.
  • IAM Advisory sold 1,588 VanEck Semiconductor ETF shares in Q2 2026, an estimated $866K.
  • VanEck Semiconductor ETF made up 3.01% of IAM Advisory's portfolio in Q2 2026, its #8 holding.
  • IAM Advisory first reported a position in VanEck Semiconductor ETF in Q3 2021 and has held it in 16 quarters since.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.