RWB
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
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AIM
Adapt Investment Managers Geneva, Switzerland $12.6B AUM 11.86% 1-Year Est. Return

RMR Wealth Builders's SMH Position: Q2 2026 in Review

RMR Wealth Builders increased its VanEck Semiconductor ETF (SMH) stake by 31% in Q2 2026, buying an estimated $240K and bringing the position to 1,855 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #118.

RMR Wealth Builders first reported a position in SMH in Q4 2020 and has held it in 16 quarters since. 530 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • RMR Wealth Builders held 1,855 shares of VanEck Semiconductor ETF worth $1.22M as of Q2 2026.
  • RMR Wealth Builders bought 440 VanEck Semiconductor ETF shares in Q2 2026, an estimated $240K.
  • VanEck Semiconductor ETF made up 0.08% of RMR Wealth Builders's portfolio in Q2 2026, its #118 holding.
  • RMR Wealth Builders first reported a position in VanEck Semiconductor ETF in Q4 2020 and has held it in 16 quarters since.
  • 530 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.