Insight Wealth Strategies’s VanEck Semiconductor ETF SMH Stock Holding History

Insight Wealth Strategies’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	$475K	Sell	781 -154	-16%	-$88.2K	0.05%	128
2026 Q2	$580K	Hold	935	–	–	0.06%	119
2026 Q1	$358K	Hold	935	–	–	0.04%	140
2025 Q4	$337K	Buy	935 +3	+0.3%	+$1.05K	0.04%	139
2025 Q3	$304K	Hold	932	–	–	0.04%	146
2025 Q2	$257K	Buy	+932	New	+$216K	0.03%	149
2025 Q1	–	Sell	-932	Closed	-$226K	–	164
2024 Q4	$226K	Buy	932 +4	+0.4%	+$992	0.03%	146
2024 Q3	$228K	Hold	928	–	–	0.03%	151
2024 Q2	$242K	Hold	928	–	–	0.03%	151
2024 Q1	$209K	Buy	+928	New	+$187K	0.03%	156

Other funds holding SMH

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

RMC

Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Insight Wealth Strategies's SMH Position: Q3 2026 in Review

Insight Wealth Strategies reduced its VanEck Semiconductor ETF (SMH) stake by 16% in Q3 2026, selling an estimated $88.2K and leaving 781 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #128.

Insight Wealth Strategies first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. The position peaked at $580K in Q2 2026. 172 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Insight Wealth Strategies held 781 shares of VanEck Semiconductor ETF worth $475K as of Q3 2026.
Insight Wealth Strategies sold 154 VanEck Semiconductor ETF shares in Q3 2026, an estimated $88.2K.
VanEck Semiconductor ETF made up 0.05% of Insight Wealth Strategies's portfolio in Q3 2026, its #128 holding.
Insight Wealth Strategies first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
Insight Wealth Strategies's VanEck Semiconductor ETF position peaked at $580K in Q2 2026.
172 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.