Jaffetilchin Investment Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Jaffetilchin Investment Partners’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	$290K	Sell	757 -186	-20%	-$73.9K	0.02%	367
2025 Q4	$340K	Buy	943 +271	+40%	+$95.1K	0.02%	333
2025 Q3	$219K	Buy	+672	New	+$199K	0.01%	408
2025 Q1	–	Sell	-970	Closed	-$235K	–	439
2024 Q4	$235K	Sell	970 -172	-15%	-$42.7K	0.02%	351
2024 Q3	$280K	Sell	1,142 -344	-23%	-$83.6K	0.02%	306
2024 Q2	$387K	Buy	+1,486	New	+$348K	0.03%	252

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Jaffetilchin Investment Partners's SMH Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its VanEck Semiconductor ETF (SMH) stake by 20% in Q1 2026, selling an estimated $73.9K and leaving 757 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #367.

Jaffetilchin Investment Partners first reported a position in SMH in Q2 2024 and has held it in 6 quarters since. The position peaked at $387K in Q2 2024. 1,299 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Jaffetilchin Investment Partners held 757 shares of VanEck Semiconductor ETF worth $290K as of Q1 2026.
Jaffetilchin Investment Partners sold 186 VanEck Semiconductor ETF shares in Q1 2026, an estimated $73.9K.
VanEck Semiconductor ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #367 holding.
Jaffetilchin Investment Partners first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 6 quarters since.
Jaffetilchin Investment Partners's VanEck Semiconductor ETF position peaked at $387K in Q2 2024.
1,299 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.