Robertson Stephens Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.77M	Sell	7,226 -2,115	-23%	-$840K	0.08%	174
2025 Q4	$3.36M	Buy	9,341 +1,090	+13%	+$382K	0.09%	158
2025 Q3	$2.69M	Sell	8,251 -436	-5%	-$129K	0.08%	154
2025 Q2	$2.42M	Buy	8,687 +113	+1%	+$26.2K	0.08%	169
2025 Q1	$1.81M	Sell	8,574 -12,732	-60%	-$3.05M	0.07%	199
2024 Q4	$5.16M	Buy	21,306 +932	+5%	+$231K	0.18%	107
2024 Q3	$5M	Sell	20,374 -299	-1%	-$72.7K	0.18%	112
2024 Q2	$5.39M	Sell	20,673 -173	-0.8%	-$40.6K	0.28%	66
2024 Q1	$4.69M	Buy	20,846 +12,899	+162%	+$2.59M	0.26%	67
2023 Q4	$1.39M	Sell	7,947 -30,122	-79%	-$4.71M	0.09%	187
2023 Q3	$5.52M	Buy	38,069 +2,848	+8%	+$431K	0.37%	58
2023 Q2	$5.36M	Buy	35,221 +19,667	+126%	+$2.66M	0.39%	62
2023 Q1	$2.05M	Buy	15,554 +2,070	+15%	+$248K	0.16%	123
2022 Q4	$1.37M	Buy	+13,484	New	+$1.37M	0.13%	146