IFWM
Institute for Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97M | Sell |
17,833
-1,164
| -6% | -$325K | 0.55% | 35 |
|
|
2025
Q1 | $4.02M | Buy |
18,997
+674
| +4% | +$143K | 0.52% | 38 |
|
|
2024
Q4 | $4.44M | Sell |
18,323
-136
| -0.7% | -$32.9K | 0.56% | 31 |
|
|
2024
Q3 | $4.53M | Buy |
18,459
+252
| +1% | +$61.9K | 0.57% | 32 |
|
|
2024
Q2 | $4.75M | Buy |
18,207
+234
| +1% | +$61K | 0.64% | 26 |
|
|
2024
Q1 | $4.04M | Buy |
17,973
+2,198
| +14% | +$495K | 0.52% | 35 |
|
|
2023
Q4 | $2.76M | Buy |
15,775
+92
| +0.6% | +$16.1K | 0.45% | 44 |
|
|
2023
Q3 | $2.27M | Hold |
15,683
| – | – | 0.41% | 49 |
|
|
2023
Q2 | $2.39M | Buy |
15,683
+7,891
| +101% | +$1.2M | 0.4% | 50 |
|
|
2023
Q1 | $2.05M | Sell |
7,792
-65
| -0.8% | -$17.1K | 0.39% | 61 |
|
|
2022
Q4 | $1.59M | Buy |
7,857
+1,624
| +26% | +$330K | 0.34% | 76 |
|
|
2022
Q3 | $1.15M | Buy |
6,233
+130
| +2% | +$24.1K | 0.26% | 102 |
|
|
2022
Q2 | $1.24M | Buy |
6,103
+428
| +8% | +$87.2K | 0.24% | 103 |
|
|
2022
Q1 | $1.53M | Buy |
5,675
+1,337
| +31% | +$361K | 0.25% | 101 |
|
|
2021
Q4 | $1.34M | Sell |
4,338
-35
| -0.8% | -$10.8K | 0.22% | 117 |
|
|
2021
Q3 | $1.12M | Sell |
4,373
-36
| -0.8% | -$9.23K | 0.2% | 130 |
|
|
2021
Q2 | $1.16M | Buy |
4,409
+314
| +8% | +$82.3K | 0.2% | 126 |
|
|
2021
Q1 | $997K | Sell |
4,095
-63
| -2% | -$15.3K | 0.19% | 141 |
|
|
2020
Q4 | $908K | Sell |
4,158
-41
| -1% | -$8.95K | 0.18% | 145 |
|
|
2020
Q3 | $732K | Buy |
4,199
+14
| +0.3% | +$2.44K | 0.17% | 156 |
|
|
2020
Q2 | $639K | Sell |
4,185
-163
| -4% | -$24.9K | 0.16% | 180 |
|
|
2020
Q1 | $509K | Sell |
4,348
-200
| -4% | -$23.4K | 0.16% | 174 |
|
|
2019
Q4 | $643K | Hold |
4,548
| – | – | 0.15% | 211 |
|
|
2019
Q3 | $542K | Sell |
4,548
-592
| -12% | -$70.6K | 0.14% | 220 |
|
|
2019
Q2 | $566K | Sell |
5,140
-76
| -1% | -$8.37K | 0.13% | 235 |
|
|
2019
Q1 | $555K | Buy |
5,216
+146
| +3% | +$15.5K | 0.12% | 221 |
|
|
2018
Q4 | $443K | Buy |
+5,070
| New | +$443K | 0.18% | 160 |
|