Innovative Wealth Building
SMH icon

Innovative Wealth Building’s VanEck Semiconductor ETF SMH Stock Holding History

Innovative Wealth Building’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 		$290K Buy
476
+37
+8% +$21.2K 0.16% 63
2026
Q2 		$288K Buy
+439
New +$240K 0.17% 64

Other funds holding SMH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jasper Ridge Partners
Jasper Ridge Partners Menlo Park, California $3.96B AUM 23.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Innovative Wealth Building's SMH Position: Q3 2026 in Review

Innovative Wealth Building increased its VanEck Semiconductor ETF (SMH) stake by 8.4% in Q3 2026, buying an estimated $21.2K and bringing the position to 476 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #63.

Innovative Wealth Building first reported a position in SMH in Q2 2026 and has held it in 2 quarters since. 1,390 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Innovative Wealth Building held 476 shares of VanEck Semiconductor ETF worth $290K as of Q3 2026.
  • Innovative Wealth Building bought 37 VanEck Semiconductor ETF shares in Q3 2026, an estimated $21.2K.
  • VanEck Semiconductor ETF made up 0.16% of Innovative Wealth Building's portfolio in Q3 2026, its #63 holding.
  • Innovative Wealth Building first reported a position in VanEck Semiconductor ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,390 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.