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

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 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. 1,554 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.
1,554 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.