IFS
SMH icon

Intelligent Financial Strategies’s VanEck Semiconductor ETF SMH Stock Holding History

Intelligent Financial 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
2022
Q2 		– Sell
-24
Closed -$3K – 113
2022
Q1 		$3K Hold
24
– – ﹤0.01% 108
2021
Q4 		$4K Buy
+24
New +$3.47K ﹤0.01% 110

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Intelligent Financial Strategies's SMH Position: Q2 2022 in Review

Intelligent Financial Strategies sold out of VanEck Semiconductor ETF (SMH) in Q2 2022, closing a stake of 24 shares — an estimated $3K sold.

Intelligent Financial Strategies first reported a position in SMH in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 422 funds tracked by Wall St. Rank hold SMH as of Q2 2022.

  • Intelligent Financial Strategies reported no remaining VanEck Semiconductor ETF position as of Q2 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 24 VanEck Semiconductor ETF shares in Q2 2022, an estimated $3K.
  • Intelligent Financial Strategies first reported a position in VanEck Semiconductor ETF in Q4 2021 and held it in 2 quarters.
  • Intelligent Financial Strategies's VanEck Semiconductor ETF position peaked at $4K in Q4 2021.
  • 422 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2022.

Based on Intelligent Financial Strategies's 13F filing for Q2 2022, filed 8 Aug 2022.