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 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 $1.37T 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 $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B 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 $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

IMG Wealth Management's SMH Position: Q1 2026 in Review

IMG Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q1 2026 at 1,229 shares worth $471K. The position accounts for 0.3% of the portfolio, ranked #48.

IMG Wealth Management first reported a position in SMH in Q4 2024 and has held it in 6 quarters since. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

IMG Wealth Management held 1,229 shares of VanEck Semiconductor ETF worth $471K as of Q1 2026.
IMG Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q1 2026.
VanEck Semiconductor ETF made up 0.3% of IMG Wealth Management's portfolio in Q1 2026, its #48 holding.
IMG Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.