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

IMG 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 Q2	$792K	Sell	1,208 -21	-2%	-$11.5K	0.44%	33
2026 Q1	$471K	Hold	1,229	–	–	0.3%	48
2025 Q4	$443K	Hold	1,229	–	–	0.28%	51
2025 Q3	$401K	Hold	1,229	–	–	0.27%	45
2025 Q2	$343K	Hold	1,229	–	–	0.27%	48
2025 Q1	$260K	Sell	1,229 -1	-0.1%	-$240	0.23%	56
2024 Q4	$298K	Buy	+1,230	New	+$305K	0.28%	49

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

IMG Wealth Management's SMH Position: Q2 2026 in Review

IMG Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 1.7% in Q2 2026, selling an estimated $11.5K and leaving 1,208 shares worth $792K. The position accounts for 0.44% of the portfolio, ranked #33.

IMG Wealth Management first reported a position in SMH in Q4 2024 and has held it in 7 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

IMG Wealth Management held 1,208 shares of VanEck Semiconductor ETF worth $792K as of Q2 2026.
IMG Wealth Management sold 21 VanEck Semiconductor ETF shares in Q2 2026, an estimated $11.5K.
VanEck Semiconductor ETF made up 0.44% of IMG Wealth Management's portfolio in Q2 2026, its #33 holding.
IMG Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 7 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.