IFWM
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Institute for Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Institute for Wealth Management’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 		– Hold
0
– -$6.81M – 1778
2026
Q1 		– Sell
-200
Closed -$79.4K – 16
2025
Q4 		$72K Buy
+200
New +$70.2K 0.01% 538

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
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

Institute for Wealth Management's SMH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 17,372 shares worth $11.4M. The stake represents 1.01% of the portfolio and ranks #12 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SMH as recently as Q4 2025.

Institute for Wealth Management first reported a position in SMH in Q4 2018 and has held it in 30 quarters since. 1,553 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Institute for Wealth Management held 17,372 shares of VanEck Semiconductor ETF worth $11.4M as of Q2 2026.
  • VanEck Semiconductor ETF was a new Institute for Wealth Management position in Q2 2026.
  • VanEck Semiconductor ETF made up 1.01% of Institute for Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Institute for Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,553 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.