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

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

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

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return