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

Norris 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
2023 Q2	–	Sell	-1,806	Closed	-$238K	–	70
2023 Q1	$238K	Buy	+1,806	New	+$217K	0.17%	60
2022 Q2	–	Sell	-2,616	Closed	-$353K	–	84
2022 Q1	$353K	Sell	2,616 -1,052	-29%	-$144K	0.21%	60
2021 Q4	$566K	Sell	3,668 -92	-2%	-$13.3K	0.34%	50
2021 Q3	$482K	Sell	3,760 -1,420	-27%	-$187K	0.32%	57
2021 Q2	$679K	Buy	+5,180	New	+$640K	0.46%	54

Other funds holding SMH

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norris Financial Group's SMH Position: Q2 2023 in Review

Norris Financial Group sold out of VanEck Semiconductor ETF (SMH) in Q2 2023, closing a stake of 1,806 shares — an estimated $238K sold.

Norris Financial Group first reported a position in SMH in Q2 2021 and held it in 5 quarters. The position peaked at $679K in Q2 2021. 526 funds tracked by Wall St. Rank hold SMH as of Q2 2023.

Norris Financial Group reported no remaining VanEck Semiconductor ETF position as of Q2 2023 after selling out during the quarter.
Norris Financial Group sold 1,806 VanEck Semiconductor ETF shares in Q2 2023, an estimated $238K.
Norris Financial Group first reported a position in VanEck Semiconductor ETF in Q2 2021 and held it in 5 quarters.
Norris Financial Group's VanEck Semiconductor ETF position peaked at $679K in Q2 2021.
526 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2023.

Based on Norris Financial Group's 13F filing for Q2 2023, filed 20 May 2026.