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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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 Financial Group's SMH Position: Q2 2026 in Review

Independent Financial Group increased its VanEck Semiconductor ETF (SMH) stake by 6.1% in Q2 2026, buying an estimated $1.96M and bringing the position to 62,339 shares worth $40.9M. The position accounts for 0.76% of the portfolio, ranked #17.

Independent Financial Group first reported a position in SMH in Q3 2020 and has held it in 24 quarters since. 1,542 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Independent Financial Group held 62,339 shares of VanEck Semiconductor ETF worth $40.9M as of Q2 2026.
  • Independent Financial Group bought 3,588 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.96M.
  • VanEck Semiconductor ETF made up 0.76% of Independent Financial Group's portfolio in Q2 2026, its #17 holding.
  • Independent Financial Group first reported a position in VanEck Semiconductor ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,542 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.