Smallwood Wealth Investment Management’s VanEck Semiconductor ETF SMH Stock Holding History

Smallwood Wealth Investment Management’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	$8.53K	Hold	13	–	–	﹤0.01%	341
2026 Q1	$4.98K	Hold	13	–	–	﹤0.01%	368
2025 Q4	$4.68K	Hold	13	–	–	﹤0.01%	361
2025 Q3	$4.24K	Hold	13	–	–	﹤0.01%	361
2025 Q2	$3.63K	Buy	+13	New	+$3.01K	﹤0.01%	370

Other funds holding SMH

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Smallwood Wealth Investment Management's SMH Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 13 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Smallwood Wealth Investment Management first reported a position in SMH in Q2 2025 and has held it in 5 quarters since. 874 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Smallwood Wealth Investment Management held 13 shares of VanEck Semiconductor ETF worth $8.53K as of Q2 2026.
Smallwood Wealth Investment Management left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #341 holding.
Smallwood Wealth Investment Management first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 5 quarters since.
874 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.