Rothschild Investment LLC’s VanEck Semiconductor ETF SMH Stock Holding History

Rothschild Investment LLC’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	$16.4K	Hold	25	–	–	﹤0.01%	1625
2026 Q1	$9.59K	Buy	+25	New	+$9.93K	﹤0.01%	1704
2025 Q1	–	Sell	-40	Closed	-$9.69K	–	3084
2024 Q4	$9.69K	Hold	40	–	–	﹤0.01%	1155
2024 Q3	$9.82K	Sell	40 -10	-20%	-$2.43K	﹤0.01%	1141
2024 Q2	$13K	Buy	+50	New	+$11.7K	﹤0.01%	1064

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

Rothschild Investment LLC's SMH Position: Q2 2026 in Review

Rothschild Investment LLC held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 25 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Rothschild Investment LLC first reported a position in SMH in Q2 2024 and has held it in 5 quarters since. 1,542 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Rothschild Investment LLC held 25 shares of VanEck Semiconductor ETF worth $16.4K as of Q2 2026.
Rothschild Investment LLC left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1625 holding.
Rothschild Investment LLC first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 5 quarters since.
1,542 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.