IFG
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Independent Financial Group’s VanEck Semiconductor ETF SMH Stock Holding History

Independent Financial Group’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
Q3 		$38.4M Buy
63,094
+755
+1% +$433K 0.7% 18
2026
Q2 		$40.9M Buy
62,339
+3,588
+6% +$1.96M 0.76% 17
2026
Q1 		$22.5M Buy
58,751
+126
+0.2% +$50K 0.51% 29
2025
Q4 		$21.1M Sell
58,625
-199
-0.3% -$69.8K 0.47% 32
2025
Q3 		$19.2M Buy
58,824
+5,963
+11% +$1.77M 0.46% 28
2025
Q2 		$14.7M Buy
52,861
+13,169
+33% +$3.05M 0.41% 37
2025
Q1 		$8.39M Sell
39,692
-14,435
-27% -$3.46M 0.29% 61
2024
Q4 		$13.1M Sell
54,127
-809
-1% -$201K 0.44% 34
2024
Q3 		$13.5M Buy
54,936
+5,029
+10% +$1.22M 0.5% 29
2024
Q2 		$13M Buy
49,907
+4,663
+10% +$1.09M 0.52% 28
2024
Q1 		$10.2M Buy
45,244
+15,869
+54% +$3.19M 0.47% 31
2023
Q4 		$5.14M Buy
29,375
+1,597
+6% +$250K 0.27% 77
2023
Q3 		$4.03M Buy
27,778
+287
+1% +$43.5K 0.26% 82
2023
Q2 		$4.19M Buy
27,491
+3,097
+13% +$418K 0.29% 67
2023
Q1 		$3.21M Buy
24,394
+5,778
+31% +$693K 0.26% 86
2022
Q4 		$1.89M Sell
18,616
-94
-0.5% -$9.56K 0.16% 121
2022
Q3 		$1.73M Buy
18,710
+66
+0.4% +$7.2K 0.16% 125
2022
Q2 		$1.9M Sell
18,644
-290
-2% -$33.7K 0.2% 119
2022
Q1 		$2.55M Sell
18,934
-828
-4% -$113K 0.21% 99
2021
Q4 		$3.05M Buy
19,762
+9,994
+102% +$1.45M 0.25% 77
2021
Q3 		$1.25M Buy
9,768
+3,586
+58% +$472K 0.13% 167
2021
Q2 		$811K Buy
6,182
+542
+10% +$66.9K 0.09% 261
2021
Q1 		$687K Buy
5,640
+1,296
+30% +$154K 0.09% 248
2020
Q4 		$474K Buy
4,344
+1,874
+76% +$186K 0.07% 318
2020
Q3 		$215K Buy
+2,470
New +$207K 0.04% 439

Other funds holding SMH

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
RMC
Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Independent Financial Group's SMH Position: Q3 2026 in Review

Independent Financial Group increased its VanEck Semiconductor ETF (SMH) stake by 1.2% in Q3 2026, buying an estimated $433K and bringing the position to 63,094 shares worth $38.4M. The position accounts for 0.7% of the portfolio, ranked #18.

Independent Financial Group first reported a position in SMH in Q3 2020 and has held it in 25 quarters since. The position peaked at $40.9M in Q2 2026. 136 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Independent Financial Group held 63,094 shares of VanEck Semiconductor ETF worth $38.4M as of Q3 2026.
  • Independent Financial Group bought 755 VanEck Semiconductor ETF shares in Q3 2026, an estimated $433K.
  • VanEck Semiconductor ETF made up 0.7% of Independent Financial Group's portfolio in Q3 2026, its #18 holding.
  • Independent Financial Group first reported a position in VanEck Semiconductor ETF in Q3 2020 and has held it in 25 quarters since.
  • Independent Financial Group's VanEck Semiconductor ETF position peaked at $40.9M in Q2 2026.
  • 136 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.