Roehl & Yi Investment Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Roehl & Yi Investment Advisors’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	$610K	Buy	930 +7	+0.8%	+$3.82K	0.2%	100
2026 Q1	$354K	Hold	923	–	–	0.13%	121
2025 Q4	$332K	Buy	923 +127	+16%	+$44.6K	0.13%	124
2025 Q3	$260K	Buy	+796	New	+$236K	0.11%	134
2025 Q1	–	Sell	-879	Closed	-$213K	–	169
2024 Q4	$213K	Buy	+879	New	+$218K	0.12%	141

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

Roehl & Yi Investment Advisors's SMH Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its VanEck Semiconductor ETF (SMH) stake by 0.76% in Q2 2026, buying an estimated $3.82K and bringing the position to 930 shares worth $610K. The position accounts for 0.2% of the portfolio, ranked #100.

Roehl & Yi Investment Advisors first reported a position in SMH in Q4 2024 and has held it in 5 quarters since. 1,549 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Roehl & Yi Investment Advisors held 930 shares of VanEck Semiconductor ETF worth $610K as of Q2 2026.
Roehl & Yi Investment Advisors bought 7 VanEck Semiconductor ETF shares in Q2 2026, an estimated $3.82K.
VanEck Semiconductor ETF made up 0.2% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #100 holding.
Roehl & Yi Investment Advisors first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 5 quarters since.
1,549 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.