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 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

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

Root Financial Partners's SMH Position: Q2 2026 in Review

Root Financial Partners reduced its VanEck Semiconductor ETF (SMH) stake by 4.5% in Q2 2026, selling an estimated $9.28K and leaving 361 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #348.

Root Financial Partners first reported a position in SMH in Q3 2025 and has held it in 4 quarters since. 1,553 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Root Financial Partners held 361 shares of VanEck Semiconductor ETF worth $236K as of Q2 2026.
Root Financial Partners sold 17 VanEck Semiconductor ETF shares in Q2 2026, an estimated $9.28K.
VanEck Semiconductor ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #348 holding.
Root Financial Partners first reported a position in VanEck Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
1,553 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.