Iams Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Iams Wealth Management’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
2025 Q2	–	Sell	-3,443	Closed	-$728K	–	187
2025 Q1	$728K	Sell	3,443 -91	-3%	-$21.8K	0.33%	85
2024 Q4	$856K	Buy	3,534 +155	+5%	+$38.5K	0.39%	72
2024 Q3	$829K	Buy	+3,379	New	+$822K	0.41%	72

Other funds holding SMH

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Iams Wealth Management's SMH Position: Q2 2025 in Review

Iams Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q2 2025, closing a stake of 3,443 shares — an estimated $728K sold.

Iams Wealth Management first reported a position in SMH in Q3 2024 and held it in 3 quarters. The position peaked at $856K in Q4 2024. 1,017 funds tracked by Wall St. Rank hold SMH as of Q2 2025.

Iams Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q2 2025 after selling out during the quarter.
Iams Wealth Management sold 3,443 VanEck Semiconductor ETF shares in Q2 2025, an estimated $728K.
Iams Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2024 and held it in 3 quarters.
Iams Wealth Management's VanEck Semiconductor ETF position peaked at $856K in Q4 2024.
1,017 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2025.

Based on Iams Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.