SMART Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

SMART Wealth’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 Q1	$209K	Sell	544 -651	-54%	-$258K	0.06%	204
2025 Q4	$430K	Sell	1,195 -314	-21%	-$110K	0.13%	119
2025 Q3	$492K	Sell	1,509 -1,174	-44%	-$348K	0.19%	92
2025 Q2	$748K	Buy	2,683 +187	+7%	+$43.4K	0.23%	92
2025 Q1	$528K	Sell	2,496 -268	-10%	-$64.2K	0.19%	95
2024 Q4	$669K	Buy	+2,764	New	+$686K	0.24%	96
2024 Q3	–	Sell	-4,096	Closed	-$1.07M	–	157
2024 Q2	$1.07M	Sell	4,096 -632	-13%	-$148K	0.43%	51
2024 Q1	$1.06M	Buy	+4,728	New	+$951K	0.48%	44

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

SMART Wealth's SMH Position: Q1 2026 in Review

SMART Wealth reduced its VanEck Semiconductor ETF (SMH) stake by 54% in Q1 2026, selling an estimated $258K and leaving 544 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #204.

SMART Wealth first reported a position in SMH in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q2 2024. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

SMART Wealth held 544 shares of VanEck Semiconductor ETF worth $209K as of Q1 2026.
SMART Wealth sold 651 VanEck Semiconductor ETF shares in Q1 2026, an estimated $258K.
VanEck Semiconductor ETF made up 0.06% of SMART Wealth's portfolio in Q1 2026, its #204 holding.
SMART Wealth first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 8 quarters since.
SMART Wealth's VanEck Semiconductor ETF position peaked at $1.07M in Q2 2024.
1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.