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Retirement Planning Company of New England’s VanEck Semiconductor ETF SMH Stock Holding History

Retirement Planning Company of New England’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 		$577K Sell
880
-1
-0.1% -$546 0.21% 128
2026
Q1 		$338K Buy
881
+7
+0.8% +$2.78K 0.14% 174
2025
Q4 		$315K Buy
874
+10
+1% +$3.51K 0.13% 181
2025
Q3 		$282K Buy
864
+35
+4% +$10.4K 0.11% 195
2025
Q2 		$231K Buy
+829
New +$192K 0.1% 213
2022
Q1 		– Sell
-764
Closed -$118K – 762
2021
Q4 		$118K Buy
+764
New +$110K 0.06% 282

Other funds holding SMH

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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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Retirement Planning Company of New England's SMH Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its VanEck Semiconductor ETF (SMH) stake by 0.11% in Q2 2026, selling an estimated $546 and leaving 880 shares worth $577K. The position accounts for 0.21% of the portfolio, ranked #128.

Retirement Planning Company of New England first reported a position in SMH in Q4 2021 and has held it in 6 quarters since. 1,237 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Retirement Planning Company of New England held 880 shares of VanEck Semiconductor ETF worth $577K as of Q2 2026.
  • Retirement Planning Company of New England sold 1 VanEck Semiconductor ETF share in Q2 2026, an estimated $546.
  • VanEck Semiconductor ETF made up 0.21% of Retirement Planning Company of New England's portfolio in Q2 2026, its #128 holding.
  • Retirement Planning Company of New England first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 6 quarters since.
  • 1,237 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.