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 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

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

Insight Wealth Strategies's SMH Position: Q2 2026 in Review

Insight Wealth Strategies held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 935 shares worth $580K. The position accounts for 0.06% of the portfolio, ranked #119.

Insight Wealth Strategies first reported a position in SMH in Q1 2024 and has held it in 9 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Insight Wealth Strategies held 935 shares of VanEck Semiconductor ETF worth $580K as of Q2 2026.
Insight Wealth Strategies left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.06% of Insight Wealth Strategies's portfolio in Q2 2026, its #119 holding.
Insight Wealth Strategies first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.