Midwest Financial Group’s VanEck Semiconductor ETF SMH Stock Holding History

Midwest Financial 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	$1.31M	Sell	1,990 -935	-32%	-$510K	0.46%	55
2026 Q1	$1.12M	Hold	2,925	–	–	0.48%	51
2025 Q4	$1.05M	Hold	2,925	–	–	0.47%	52
2025 Q3	$955K	Buy	2,925 +10	+0.3%	+$2.96K	0.46%	50
2025 Q2	$813K	Buy	2,915 +100	+4%	+$23.2K	0.43%	53
2025 Q1	$595K	Hold	2,815	–	–	0.35%	59
2024 Q4	$682K	Hold	2,815	–	–	0.39%	56
2024 Q3	$691K	Hold	2,815	–	–	0.41%	56
2024 Q2	$734K	Sell	2,815 -50	-2%	-$11.7K	0.47%	54
2024 Q1	$645K	Buy	2,865 +4	+0.1%	+$804	0.43%	59
2023 Q4	$500K	Sell	2,861 -19	-0.7%	-$2.97K	0.37%	64
2023 Q3	$418K	Sell	2,880 -200	-6%	-$30.3K	0.35%	71
2023 Q2	$469K	Sell	3,080 -30	-1%	-$4.05K	0.4%	68
2023 Q1	$409K	Buy	+3,110	New	+$373K	0.38%	64

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

Midwest Financial Group's SMH Position: Q2 2026 in Review

Midwest Financial Group reduced its VanEck Semiconductor ETF (SMH) stake by 32% in Q2 2026, selling an estimated $510K and leaving 1,990 shares worth $1.31M. The position accounts for 0.46% of the portfolio, ranked #55.

Midwest Financial Group first reported a position in SMH in Q1 2023 and has held it in 14 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Midwest Financial Group held 1,990 shares of VanEck Semiconductor ETF worth $1.31M as of Q2 2026.
Midwest Financial Group sold 935 VanEck Semiconductor ETF shares in Q2 2026, an estimated $510K.
VanEck Semiconductor ETF made up 0.46% of Midwest Financial Group's portfolio in Q2 2026, its #55 holding.
Midwest Financial Group first reported a position in VanEck Semiconductor ETF in Q1 2023 and has held it in 14 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.