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Investment Research & Advisory Group’s VanEck Semiconductor ETF SMH Stock Holding History

Investment Research & Advisory Group’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 		$20K Sell
30
-306
-91% -$167K 0.01% 201
2026
Q1 		$129K Buy
336
+31
+10% +$12.3K 0.05% 88
2025
Q4 		$110K Hold
305
– – 0.04% 90
2025
Q3 		$99.4K Buy
305
+1
+0.3% +$296 0.03% 94
2025
Q2 		$84.9K Buy
+304
New +$70.5K 0.03% 93

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

Investment Research & Advisory Group's SMH Position: Q2 2026 in Review

Investment Research & Advisory Group reduced its VanEck Semiconductor ETF (SMH) stake by 91% in Q2 2026, selling an estimated $167K and leaving 30 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #201.

Investment Research & Advisory Group first reported a position in SMH in Q2 2025 and has held it in 5 quarters since. The position peaked at $129K in Q1 2026. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Investment Research & Advisory Group held 30 shares of VanEck Semiconductor ETF worth $20K as of Q2 2026.
  • Investment Research & Advisory Group sold 306 VanEck Semiconductor ETF shares in Q2 2026, an estimated $167K.
  • VanEck Semiconductor ETF made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #201 holding.
  • Investment Research & Advisory Group first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
  • Investment Research & Advisory Group's VanEck Semiconductor ETF position peaked at $129K in Q1 2026.
  • 1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.