JFS Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

JFS Wealth Advisors’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	$62.3K	Hold	95	–	–	﹤0.01%	506
2026 Q1	$36.4K	Hold	95	–	–	﹤0.01%	585
2025 Q4	$34.2K	Hold	95	–	–	﹤0.01%	614
2025 Q3	$31K	Hold	95	–	–	﹤0.01%	601
2025 Q2	$26.5K	Hold	95	–	–	﹤0.01%	597
2025 Q1	$20.1K	Sell	95 -45	-32%	-$10.8K	﹤0.01%	662
2024 Q4	$33.9K	Sell	140 -236	-63%	-$58.6K	﹤0.01%	531
2024 Q3	$92.3K	Buy	376 +256	+213%	+$62.2K	0.01%	375
2024 Q2	$31.3K	Sell	120 -843	-88%	-$198K	﹤0.01%	503
2024 Q1	$217K	Buy	+963	New	+$194K	0.02%	237
2023 Q4	–	Sell	-60	Closed	-$8.7K	–	2036
2023 Q3	$8.7K	Buy	+60	New	+$9.09K	﹤0.01%	778

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JFS Wealth Advisors's SMH Position: Q2 2026 in Review

JFS Wealth Advisors held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 95 shares worth $62.3K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

JFS Wealth Advisors first reported a position in SMH in Q3 2023 and has held it in 11 quarters since. The position peaked at $217K in Q1 2024. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

JFS Wealth Advisors held 95 shares of VanEck Semiconductor ETF worth $62.3K as of Q2 2026.
JFS Wealth Advisors left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #506 holding.
JFS Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q3 2023 and has held it in 11 quarters since.
JFS Wealth Advisors's VanEck Semiconductor ETF position peaked at $217K in Q1 2024.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.