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Ishares Tr msci usa smlcp shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us Wealth 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 Rsm Us Wealth 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $544k 9.3k 58.82
2023-09-30 $671k 13k 51.96
2023-06-30 $1.4M 27k 53.62
2023-03-31 $1.4M 27k 51.26

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Rsm Us Wealth 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