Ownership history in IAM Advisory, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which IAM Advisory, LLC reported a position in VANECK SEMICONDUCTOR ETF (SMH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 27,153 | -769 | -2.8% | 2.17% | $9.8M | $360.13 |
| 2025 Q3 | REDUCED | 27,922 | -1,649 | -5.6% | 2.05% | $9.1M | $325.35 |
| 2025 Q2 | REDUCED | 29,571 | -306 | -1.0% | 1.98% | $8.2M | $278.01 |
| 2025 Q1 | ADDED | 29,877 | +164 | +0.6% | 1.64% | $6.3M | $210.81 |
| 2024 Q4 | REDUCED | 29,713 | -476 | -1.6% | 1.82% | $7.2M | $241.42 |
| 2024 Q3 | REDUCED | 30,189 | -337 | -1.1% | 1.87% | $7.4M | $243.61 |
| 2024 Q2 | REDUCED | 30,526 | -1 | -0.0% | 2.16% | $8.0M | $258.74 |
| 2024 Q1 | REDUCED | 30,527 | -564 | -1.8% | 1.88% | $6.9M | $223.30 |
| 2023 Q4 | ADDED | 31,091 | +702 | +2.3% | 1.71% | $5.4M | $173.56 |
| 2023 Q3 | ADDED | 30,389 | +24,823 | +446.0% | 1.54% | $4.4M | $143.03 |
As of 2025 Q4 — sorted by position size