IFWM
SMH icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Institute for Wealth Management's SMH Position: Q1 2026 in Review

Institute for Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q1 2026, closing a stake of 17,618 shares — an estimated $7M sold.

Institute for Wealth Management first reported a position in SMH in Q4 2018 and held it in 29 quarters. The position peaked at $6.34M in Q4 2025. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Institute for Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Institute for Wealth Management sold 17,618 VanEck Semiconductor ETF shares in Q1 2026, an estimated $7M.
  • Institute for Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2018 and held it in 29 quarters.
  • Institute for Wealth Management's VanEck Semiconductor ETF position peaked at $6.34M in Q4 2025.
  • 1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.