Root Financial Partners
SMH icon

Root Financial Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Root Financial Partners’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 		$486K Buy
798
+437
+121% +$250K 0.02% 227
2026
Q2 		$236K Sell
361
-17
-4% -$9.28K 0.01% 348
2026
Q1 		$145K Buy
378
+72
+24% +$28.6K 0.01% 426
2025
Q4 		$110K Buy
306
+185
+153% +$64.9K 0.01% 436
2025
Q3 		$39.5K Buy
+121
New +$35.8K ﹤0.01% 763

Other funds holding SMH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Jasper Ridge Partners
Jasper Ridge Partners Menlo Park, California $3.96B AUM 23.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Root Financial Partners's SMH Position: Q3 2026 in Review

Root Financial Partners increased its VanEck Semiconductor ETF (SMH) stake by 121% in Q3 2026, buying an estimated $250K and bringing the position to 798 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #227.

Root Financial Partners first reported a position in SMH in Q3 2025 and has held it in 5 quarters since. 1,390 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Root Financial Partners held 798 shares of VanEck Semiconductor ETF worth $486K as of Q3 2026.
  • Root Financial Partners bought 437 VanEck Semiconductor ETF shares in Q3 2026, an estimated $250K.
  • VanEck Semiconductor ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #227 holding.
  • Root Financial Partners first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,390 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.