Y.D. More Investments’s VanEck Semiconductor ETF SMH Stock Holding History

Y.D. More Investments’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	$13.6M	Buy	35,446 +15,633	+79%	+$6.21M	0.53%	30
2025 Q4	$7.14M	Buy	19,813 +1,450	+8%	+$509K	0.34%	34
2025 Q3	$5.99M	Buy	18,363 +1,360	+8%	+$403K	0.34%	41
2025 Q2	$4.74M	Buy	17,003 +1,616	+11%	+$375K	0.33%	45
2025 Q1	$3.25M	Sell	15,387 -1,375	-8%	-$330K	0.28%	53
2024 Q4	$4.06M	Sell	16,762 -679	-4%	-$168K	0.37%	47
2024 Q3	$4.28M	Sell	17,441 -5,371	-24%	-$1.31M	0.45%	45
2024 Q2	$5.95M	Sell	22,812 -4,760	-17%	-$1.12M	0.61%	36
2024 Q1	$6.2M	Sell	27,572 -3,133	-10%	-$630K	1.1%	25
2023 Q4	$5.37M	Sell	30,705 -2,103	-6%	-$329K	1.03%	25
2023 Q3	$4.76M	Sell	32,808 -4,240	-11%	-$642K	0.91%	30
2023 Q2	$5.64M	Sell	37,048 -2,662	-7%	-$360K	1.3%	18
2023 Q1	$5.23M	Buy	39,710 +39,616	+42,145%	+$4.75M	1.18%	17
2022 Q4	$9.58K	Buy	+94	New	+$9.56K	﹤0.01%	349

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

Y.D. More Investments's SMH Position: Q1 2026 in Review

Y.D. More Investments increased its VanEck Semiconductor ETF (SMH) stake by 79% in Q1 2026, buying an estimated $6.21M and bringing the position to 35,446 shares worth $13.6M. The position accounts for 0.53% of the portfolio, ranked #30.

Y.D. More Investments first reported a position in SMH in Q4 2022 and has held it in 14 quarters since. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Y.D. More Investments held 35,446 shares of VanEck Semiconductor ETF worth $13.6M as of Q1 2026.
Y.D. More Investments bought 15,633 VanEck Semiconductor ETF shares in Q1 2026, an estimated $6.21M.
VanEck Semiconductor ETF made up 0.53% of Y.D. More Investments's portfolio in Q1 2026, its #30 holding.
Y.D. More Investments first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 14 quarters since.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.