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Ishares Tr msci usa smlcp shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management 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 Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.6M 88k 63.58
2023-12-31 $5.7M 97k 58.82
2023-09-30 $5.6M 109k 51.73
2023-06-30 $7.0M 131k 53.62
2023-03-31 $8.4M 165k 51.26
2022-12-31 $8.8M 177k 49.66
2022-09-30 $8.4M 189k 44.76
2022-06-30 $9.0M 193k 46.89
2022-03-31 $11M 197k 54.57
2021-12-31 $11M 186k 57.25
2021-09-30 $9.9M 183k 53.75
2021-06-30 $8.3M 151k 54.85
2021-03-31 $6.4M 122k 52.45
2020-12-31 $5.8M 127k 45.76
2020-09-30 $4.8M 129k 37.27
2020-06-30 $4.5M 127k 35.71
2020-03-31 $3.2M 116k 27.96
2019-12-31 $4.3M 100k 42.91
2019-09-30 $3.4M 85k 39.89
2019-06-30 $2.9M 73k 40.37
2019-03-31 $2.2M 55k 40.62
2018-12-31 $1.4M 39k 35.83

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

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