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Roxbury Financial’s VanEck Semiconductor ETF SMH Stock Holding History

Roxbury Financial’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 		$44.5K Hold
73
– – 0.03% 213
2026
Q2 		$47.9K Hold
73
– – 0.04% 205
2026
Q1 		$28K Hold
73
– – 0.03% 232
2025
Q4 		$26.3K Sell
73
-4
-5% -$1.4K 0.02% 233
2025
Q3 		$25.1K Hold
77
– – 0.02% 232
2025
Q2 		$21.5K Hold
77
– – 0.02% 239
2025
Q1 		$17.9K Sell
77
-5
-6% -$1.2K 0.02% 252
2024
Q4 		$19.9K Buy
+82
New +$20.3K 0.02% 246

Other funds holding SMH

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
RMC
Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Roxbury Financial's SMH Position: Q3 2026 in Review

Roxbury Financial held its VanEck Semiconductor ETF (SMH) position steady in Q3 2026 at 73 shares worth $44.5K. The position accounts for 0.03% of the portfolio, ranked #213.

Roxbury Financial first reported a position in SMH in Q4 2024 and has held it in 8 quarters since. The position peaked at $47.9K in Q2 2026. 163 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Roxbury Financial held 73 shares of VanEck Semiconductor ETF worth $44.5K as of Q3 2026.
  • Roxbury Financial left its VanEck Semiconductor ETF share count unchanged in Q3 2026.
  • VanEck Semiconductor ETF made up 0.03% of Roxbury Financial's portfolio in Q3 2026, its #213 holding.
  • Roxbury Financial first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's VanEck Semiconductor ETF position peaked at $47.9K in Q2 2026.
  • 163 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.