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Ishares Tr shares owned by LifeWealth Investments

Quarter-by-quarter ownership of Ishares Tr (SMAX) shares owned by LifeWealth Investments from 13F filings

Historical chart of LifeWealth Investments investment in Ishares Tr

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All positions including Ishares Tr held by LifeWealth Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $283k 11k 25.20

More positions owned by LifeWealth Investments

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Gold Tr Ishares New (IAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pimco Dynamic Income SHS (PDI)

View all positions for LifeWealth Investments

Top funds holding Ishares Tr

J. L. Bainbridge & Co
Client First Capital
BIP Wealth
Grantvest Financial Group
FC Advisory
Amplius Wealth Advisors
Crewe Advisors
Jim Saulnier & Associates
Goldman Sachs Group
Citadel Advisors
Crown Wealth Group
Commonwealth Equity Services
Old Mission Capital
Envestnet Asset Management
Blue Sky Capital Consultants Group

View all funds holding Ishares Tr