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Ishares Tr rusel 2500 etf shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Ishares Tr rusel 2500 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rusel 2500 etf held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rusel 2500 etf by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $73k 1.4k 51.70
2022-03-31 $72k 1.2k 62.45
2021-12-31 $6.3M 95k 66.38
2021-09-30 $27M 421k 64.20
2021-06-30 $27M 409k 66.23

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding Ishares Tr rusel 2500 etf

Coldstream Capital Management
Envestnet Asset Management
Fifth Third Bancorp
Sontag Advisory
Bank of America Corporation
Brio Consultants
Us Bancorp
FMR
Branch Banking & Trust Company
CMH Wealth Management
Central Trust & Investment
LPL Financial
Advisory Resource Group
Heritage Wealth Management
Colony

View all funds holding Ishares Tr rusel 2500 etf