Instrumental Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Instrumental Wealth’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 Q3	$604K	Buy	992 +23	+2%	+$13.2K	0.29%	37
2026 Q2	$635K	Buy	969 +9	+0.9%	+$4.91K	0.32%	33
2026 Q1	$368K	Buy	960 +12	+1%	+$4.76K	0.23%	40
2025 Q4	$391K	Buy	948 +76	+9%	+$26.7K	0.23%	41
2025 Q3	$317K	Buy	872 +94	+12%	+$27.8K	0.22%	45
2025 Q2	$226K	Buy	+778	New	+$180K	0.18%	53

Other funds holding SMH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Instrumental Wealth's SMH Position: Q3 2026 in Review

Instrumental Wealth increased its VanEck Semiconductor ETF (SMH) stake by 2.4% in Q3 2026, buying an estimated $13.2K and bringing the position to 992 shares worth $604K. The position accounts for 0.29% of the portfolio, ranked #37.

Instrumental Wealth first reported a position in SMH in Q2 2025 and has held it in 6 quarters since. The position peaked at $635K in Q2 2026. 947 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Instrumental Wealth held 992 shares of VanEck Semiconductor ETF worth $604K as of Q3 2026.
Instrumental Wealth bought 23 VanEck Semiconductor ETF shares in Q3 2026, an estimated $13.2K.
VanEck Semiconductor ETF made up 0.29% of Instrumental Wealth's portfolio in Q3 2026, its #37 holding.
Instrumental Wealth first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 6 quarters since.
Instrumental Wealth's VanEck Semiconductor ETF position peaked at $635K in Q2 2026.
947 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.