Independent Wealth Network’s VanEck Semiconductor ETF SMH Stock Holding History

Independent Wealth Network’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	$447K	Sell	682 -29	-4%	-$15.8K	0.11%	197
2026 Q1	$273K	Sell	711 -19	-3%	-$7.54K	0.08%	231
2025 Q4	$263K	Buy	730 +85	+13%	+$29.8K	0.08%	226
2025 Q3	$211K	Buy	+645	New	+$191K	0.07%	253
2024 Q3	–	Sell	-812	Closed	-$212K	–	233
2024 Q2	$212K	Buy	+812	New	+$190K	0.1%	200

Other funds holding SMH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

RWM

Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Independent Wealth Network's SMH Position: Q2 2026 in Review

Independent Wealth Network reduced its VanEck Semiconductor ETF (SMH) stake by 4.1% in Q2 2026, selling an estimated $15.8K and leaving 682 shares worth $447K. The position accounts for 0.11% of the portfolio, ranked #197.

Independent Wealth Network first reported a position in SMH in Q2 2024 and has held it in 5 quarters since. 428 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Independent Wealth Network held 682 shares of VanEck Semiconductor ETF worth $447K as of Q2 2026.
Independent Wealth Network sold 29 VanEck Semiconductor ETF shares in Q2 2026, an estimated $15.8K.
VanEck Semiconductor ETF made up 0.11% of Independent Wealth Network's portfolio in Q2 2026, its #197 holding.
Independent Wealth Network first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 5 quarters since.
428 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.