Icon Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Icon Wealth Advisors’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	$239K	Buy	+364	New	+$199K	0.01%	376
2025 Q4	–	Sell	-428	Closed	-$140K	–	503
2025 Q3	$140K	Hold	428	–	–	0.01%	436
2025 Q2	$119K	Sell	428 -135	-24%	-$31.3K	0.01%	471
2025 Q1	$119K	Buy	563 +135	+32%	+$32.4K	0.01%	449
2024 Q4	$104K	Hold	428	–	–	0.01%	498
2024 Q3	$105K	Hold	428	–	–	0.01%	472
2024 Q2	$106K	Buy	+428	New	+$100K	0.01%	426

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Icon Wealth Advisors's SMH Position: Q2 2026 in Review

Icon Wealth Advisors opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 364 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in SMH as recently as Q3 2025.

Icon Wealth Advisors first reported a position in SMH in Q2 2024 and has held it in 7 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Icon Wealth Advisors held 364 shares of VanEck Semiconductor ETF worth $239K as of Q2 2026.
VanEck Semiconductor ETF was a new Icon Wealth Advisors position in Q2 2026.
VanEck Semiconductor ETF made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #376 holding.
Icon Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 7 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.