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IWM
IHT Wealth Management’s
VanEck Semiconductor ETF
SMH
Stock Holding History
IHT 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
2026
Q1
$8.34M
Sell
21,763
-635
-3%
-$252K
0.2%
100
2025
Q4
$8.07M
Sell
22,398
-3,132
-12%
-$1.1M
0.2%
103
2025
Q3
$8.33M
Buy
25,530
+892
+4%
+$264K
0.21%
101
2025
Q2
$6.87M
Sell
24,638
-2,622
-10%
-$608K
0.19%
113
2025
Q1
$5.76M
Sell
27,260
-93
-0.3%
-$22.3K
0.18%
116
2024
Q4
$6.62M
Sell
27,353
-12,426
-31%
-$3.08M
0.21%
95
2024
Q3
$9.68M
Buy
39,779
+11,997
+43%
+$2.92M
0.27%
69
2024
Q2
$7.24M
Buy
27,782
+7,812
+39%
+$1.83M
0.27%
72
2024
Q1
$4.49M
Sell
19,970
-467
-2%
-$93.9K
0.18%
113
2023
Q4
$3.57M
Buy
20,437
+2,179
+12%
+$341K
0.16%
129
2023
Q3
$2.65M
Buy
18,258
+831
+5%
+$126K
0.13%
154
2023
Q2
$2.65M
Sell
17,427
-619
-3%
-$83.6K
0.14%
141
2023
Q1
$2.37M
Buy
18,046
+1,706
+10%
+$205K
0.14%
149
2022
Q4
$1.66M
Sell
16,340
-1,318
-7%
-$134K
0.1%
207
2022
Q3
$1.63M
Buy
17,658
+4,898
+38%
+$534K
0.12%
190
2022
Q2
$1.3M
Buy
12,760
+1,260
+11%
+$146K
0.11%
186
2022
Q1
$1.55M
Buy
11,500
+4,178
+57%
+$572K
0.12%
181
2021
Q4
$1.13M
Sell
7,322
-354
-5%
-$51.2K
0.08%
233
2021
Q3
$984K
Buy
+7,676
New
+$1.01M
0.08%
251
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
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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