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Redwood Family Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Redwood Family Wealth’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
Q1 		– Sell
-700
Closed -$252K – 114
2025
Q4 		$252K Buy
+700
New +$246K 0.25% 81

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Redwood Family Wealth's SMH Position: Q1 2026 in Review

Redwood Family Wealth sold out of VanEck Semiconductor ETF (SMH) in Q1 2026, closing a stake of 50 shares — an estimated $18K sold.

Redwood Family Wealth first reported a position in SMH in Q4 2025 and held it in 1 quarter. The position peaked at $18K in Q4 2025. 1,301 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Redwood Family Wealth reported no remaining VanEck Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • Redwood Family Wealth sold 50 VanEck Semiconductor ETF shares in Q1 2026, an estimated $18K.
  • Redwood Family Wealth first reported a position in VanEck Semiconductor ETF in Q4 2025 and held it in 1 quarter.
  • Redwood Family Wealth's VanEck Semiconductor ETF position peaked at $18K in Q4 2025.
  • 1,301 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Redwood Family Wealth's 13F filing for Q1 2026, filed 14 May 2026.