Western Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Western Wealth 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	$11.2M	Sell	17,040 -336	-2%	-$183K	0.37%	48
2026 Q1	$6.66M	Buy	17,376 +3,651	+27%	+$1.45M	0.25%	74
2025 Q4	$4.94M	Buy	13,725 +1,186	+9%	+$416K	0.23%	85
2025 Q3	$4.09M	Sell	12,539 -221	-2%	-$65.4K	0.22%	95
2025 Q2	$3.56M	Buy	12,760 +535	+4%	+$124K	0.21%	98
2025 Q1	$2.59M	Sell	12,225 -1,721	-12%	-$413K	0.17%	120
2024 Q4	$3.38M	Buy	13,946 +362	+3%	+$89.8K	0.18%	111
2024 Q3	$3.33M	Buy	13,584 +3,513	+35%	+$854K	0.19%	105
2024 Q2	$2.63M	Buy	10,071 +424	+4%	+$99.4K	0.19%	105
2024 Q1	$2.17M	Sell	9,647 -147	-2%	-$29.6K	0.17%	121
2023 Q4	$1.71M	Buy	9,794 +873	+10%	+$137K	0.12%	172
2023 Q3	$1.29M	Sell	8,921 -1,482	-14%	-$224K	0.11%	196
2023 Q2	$1.58M	Buy	10,403 +1,741	+20%	+$235K	0.14%	162
2023 Q1	$1.14M	Buy	8,662 +1,340	+18%	+$161K	0.11%	208
2022 Q4	$743K	Sell	7,322 -7,106	-49%	-$722K	0.08%	275
2022 Q3	$1.34M	Buy	14,428 +4,466	+45%	+$487K	0.08%	248
2022 Q2	$1.01M	Sell	9,962 -636	-6%	-$73.9K	0.06%	302
2022 Q1	$1.43M	Buy	10,598 +6,326	+148%	+$866K	0.07%	264
2021 Q4	$661K	Buy	+4,272	New	+$618K	0.07%	276
2021 Q2	$407K	Buy	3,100 +262	+9%	+$32.4K	0.04%	409
2021 Q1	$346K	Buy	+2,838	New	+$336K	0.05%	372

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

Western Wealth Management's SMH Position: Q2 2026 in Review

Western Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 1.9% in Q2 2026, selling an estimated $183K and leaving 17,040 shares worth $11.2M. The position accounts for 0.37% of the portfolio, ranked #48.

Western Wealth Management first reported a position in SMH in Q1 2021 and has held it in 21 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Western Wealth Management held 17,040 shares of VanEck Semiconductor ETF worth $11.2M as of Q2 2026.
Western Wealth Management sold 336 VanEck Semiconductor ETF shares in Q2 2026, an estimated $183K.
VanEck Semiconductor ETF made up 0.37% of Western Wealth Management's portfolio in Q2 2026, its #48 holding.
Western Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2021 and has held it in 21 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.