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Ishares Tr msci usa smlcp shares owned by Ascent Wealth Partners

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Ascent Wealth Partners from 13F filings

Historical chart of Ascent Wealth Partners investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp held by Ascent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa smlcp by Ascent Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $627k 11k 58.82
2023-09-30 $551k 11k 51.73
2023-06-30 $571k 11k 53.62
2023-03-31 $546k 11k 51.26
2022-12-31 $529k 11k 49.66
2022-06-30 $500k 11k 46.93
2022-03-31 $581k 11k 54.53
2021-12-31 $610k 11k 57.25

More positions owned by Ascent Wealth Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Accenture Plc Ireland Shs Cl A (ACN)
Automatic Data Processing (ADP)
Abbott Laboratories (ABT)
UnitedHealth (UNH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Abbvie (ABBV)
Home Depot (HD)
Ishares Core Msci Emkt (IEMG)

View all positions for Ascent Wealth Partners

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Acropolis Investment Management
Ullmann Financial
Bsc Private Wealth Management
Financial Management Professionals
CWM
Mercer Global Advisors
Gyl Financial Synergies
UBS Group
Bank of America Corporation
HPM Partners
First Ascent Asset Management
Addison Advisors
Wade Financial Advisory

View all funds holding Ishares Tr msci usa smlcp