LJI Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

LJI Wealth Management’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	$1.32M	Sell	2,005 -22	-1%	-$12K	0.18%	56
2026 Q1	$777K	Sell	2,027 -2	-0.1%	-$794	0.12%	70
2025 Q4	$731K	Hold	2,029	–	–	0.11%	81
2025 Q3	$662K	Sell	2,029 -5	-0.2%	-$1.48K	0.12%	65
2025 Q2	$567K	Hold	2,034	–	–	0.1%	85
2025 Q1	$430K	Sell	2,034 -200	-9%	-$47.9K	0.09%	97
2024 Q4	$541K	Sell	2,234 -133	-6%	-$33K	0.11%	83
2024 Q3	$581K	Buy	2,367 +3	+0.1%	+$729	0.12%	91
2024 Q2	$616K	Buy	+2,364	New	+$554K	0.14%	77
2024 Q1	–	Sell	-2,098	Closed	-$367K	–	168
2023 Q4	$367K	Hold	2,098	–	–	0.1%	116
2023 Q3	$304K	Buy	2,098 +196	+10%	+$29.7K	0.09%	123
2023 Q2	$290K	Hold	1,902	–	–	0.08%	120
2023 Q1	$250K	Buy	+1,902	New	+$228K	0.08%	130

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

LJI Wealth Management's SMH Position: Q2 2026 in Review

LJI Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 1.1% in Q2 2026, selling an estimated $12K and leaving 2,005 shares worth $1.32M. The position accounts for 0.18% of the portfolio, ranked #56.

LJI Wealth Management first reported a position in SMH in Q1 2023 and has held it in 13 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

LJI Wealth Management held 2,005 shares of VanEck Semiconductor ETF worth $1.32M as of Q2 2026.
LJI Wealth Management sold 22 VanEck Semiconductor ETF shares in Q2 2026, an estimated $12K.
VanEck Semiconductor ETF made up 0.18% of LJI Wealth Management's portfolio in Q2 2026, its #56 holding.
LJI Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2023 and has held it in 13 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.