Johnson Investment Counsel’s VanEck Semiconductor ETF SMH Stock Holding History

Johnson Investment Counsel’s Portfolio SMH Stock Details SMH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$304K	Buy
2025 Q3	$266K	Hold
2025 Q2	$227K	Buy
2025 Q1	–	Sell
2024 Q4	$216K	Sell
2024 Q3	$231K	Buy