Rockwood Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Rockwood Wealth Management’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	$468K	Hold	714	–	–	0.03%	85
2026 Q1	$274K	Buy	714 +70	+11%	+$27.8K	0.02%	98
2025 Q4	$232K	Sell	644 -1	-0.2%	-$351	0.02%	104
2025 Q3	$210K	Buy	+645	New	+$191K	0.02%	102

Other funds holding SMH

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Rockwood Wealth Management's SMH Position: Q2 2026 in Review

Rockwood Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 714 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #85.

Rockwood Wealth Management first reported a position in SMH in Q3 2025 and has held it in 4 quarters since. 745 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Rockwood Wealth Management held 714 shares of VanEck Semiconductor ETF worth $468K as of Q2 2026.
Rockwood Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.03% of Rockwood Wealth Management's portfolio in Q2 2026, its #85 holding.
Rockwood Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
745 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.