Independent Advisor Alliance’s VanEck Semiconductor ETF SMH Stock Holding History

Independent Advisor Alliance’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	$3.63M	Sell	5,535 -21,302	-79%	-$11.6M	0.09%	175
2026 Q1	$10.3M	Buy	26,837 +21,704	+423%	+$8.62M	0.11%	167
2025 Q4	$1.85M	Sell	5,133 -819	-14%	-$287K	0.04%	326
2025 Q3	$1.94M	Sell	5,952 -888	-13%	-$263K	0.05%	304
2025 Q2	$1.91M	Buy	+6,840	New	+$1.59M	0.06%	292
2025 Q1	–	Sell	-21,891	Closed	-$5.3M	–	1278
2024 Q4	$5.3M	Buy	+21,891	New	+$5.43M	0.07%	257

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

Independent Advisor Alliance's SMH Position: Q2 2026 in Review

Independent Advisor Alliance reduced its VanEck Semiconductor ETF (SMH) stake by 79% in Q2 2026, selling an estimated $11.6M and leaving 5,535 shares worth $3.63M. The position accounts for 0.09% of the portfolio, ranked #175.

Independent Advisor Alliance first reported a position in SMH in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.3M in Q1 2026. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Independent Advisor Alliance held 5,535 shares of VanEck Semiconductor ETF worth $3.63M as of Q2 2026.
Independent Advisor Alliance sold 21,302 VanEck Semiconductor ETF shares in Q2 2026, an estimated $11.6M.
VanEck Semiconductor ETF made up 0.09% of Independent Advisor Alliance's portfolio in Q2 2026, its #175 holding.
Independent Advisor Alliance first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 6 quarters since.
Independent Advisor Alliance's VanEck Semiconductor ETF position peaked at $10.3M in Q1 2026.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.