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Ishares Tr msci usa smlcp shares owned by Ergawealth Advisors

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

Historical chart of Ergawealth Advisors 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 Ergawealth Advisors 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 Ergawealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $532k 9.0k 58.82
2023-09-30 $477k 9.2k 51.73
2023-06-30 $469k 8.7k 53.62
2023-03-31 $447k 8.7k 51.26
2022-12-31 $455k 9.2k 49.66

More positions owned by Ergawealth Advisors

J P Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded Ft Cboe Vest S&p (KNG)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
First Tr Exchange-traded Cboe Vest Rising (RDVI)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Msci Usa Min Vol (USMV)
Sherwin-Williams Company (SHW)

View all positions for Ergawealth Advisors

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