RMR Wealth Builders
SMH icon

RMR Wealth Builders’s VanEck Semiconductor ETF SMH Stock Holding History

RMR Wealth Builders’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
Q3 		$959K Sell
1,575
-280
-15% -$160K 0.06% 130
2026
Q2 		$1.22M Buy
1,855
+440
+31% +$240K 0.08% 118
2026
Q1 		$543K Sell
1,415
-58
-4% -$23K 0.04% 165
2025
Q4 		$530K Sell
1,473
-1,674
-53% -$587K 0.04% 166
2025
Q3 		$1.03M Buy
3,147
+67
+2% +$19.8K 0.09% 106
2025
Q2 		$859K Sell
3,080
-365
-11% -$84.6K 0.08% 128
2025
Q1 		$728K Sell
3,445
-798
-19% -$191K 0.08% 126
2024
Q4 		$1.03M Sell
4,243
-90
-2% -$22.3K 0.11% 107
2024
Q3 		$1.06M Buy
4,333
+370
+9% +$90K 0.11% 101
2024
Q2 		$1.03M Sell
3,963
-32
-0.8% -$7.5K 0.12% 97
2024
Q1 		$899K Buy
3,995
+749
+23% +$151K 0.11% 104
2023
Q4 		$568K Sell
3,246
-267
-8% -$41.8K 0.08% 130
2023
Q3 		$509K Buy
3,513
+8
+0.2% +$1.21K 0.08% 132
2023
Q2 		$534K Sell
3,505
-263
-7% -$35.5K 0.09% 107
2023
Q1 		$496K Buy
+3,768
New +$452K 0.09% 106
2021
Q2 		– Sell
-304
Closed -$37K – 620
2021
Q1 		$37K Buy
304
+236
+347% +$28K 0.01% 416
2020
Q4 		$7K Buy
+68
New +$6.74K ﹤0.01% 440

Other funds holding SMH

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Rezny Wealth Management
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return

RMR Wealth Builders's SMH Position: Q3 2026 in Review

RMR Wealth Builders reduced its VanEck Semiconductor ETF (SMH) stake by 15% in Q3 2026, selling an estimated $160K and leaving 1,575 shares worth $959K. The position accounts for 0.06% of the portfolio, ranked #130.

RMR Wealth Builders first reported a position in SMH in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.22M in Q2 2026. 731 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • RMR Wealth Builders held 1,575 shares of VanEck Semiconductor ETF worth $959K as of Q3 2026.
  • RMR Wealth Builders sold 280 VanEck Semiconductor ETF shares in Q3 2026, an estimated $160K.
  • VanEck Semiconductor ETF made up 0.06% of RMR Wealth Builders's portfolio in Q3 2026, its #130 holding.
  • RMR Wealth Builders first reported a position in VanEck Semiconductor ETF in Q4 2020 and has held it in 17 quarters since.
  • RMR Wealth Builders's VanEck Semiconductor ETF position peaked at $1.22M in Q2 2026.
  • 731 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.