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Ishares Tr msci usa small shares owned by Strategic Wealth Partners

Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Strategic Wealth Partners from 13F filings

Historical chart of Strategic Wealth Partners investment in Ishares Tr msci usa small

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa small held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa small by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $384k 9.5k 40.27
2023-09-30 $329k 9.7k 33.78
2023-06-30 $335k 9.5k 35.42
2023-03-31 $231k 7.0k 32.83

More positions owned by Strategic Wealth Partners

Rus 1000 Grw Etf Ishares Tr (IWF)
S&p 500 Val Etf Ishares Tr (IVE)
Rus 1000 Val Etf Ishares Tr (IWD)
Total Stk Mkt Vanguard Index Fds (VTI)
Tr Unit Spdr S&p 500 Etf Tr (SPY)
S&p 500 Grwt Etf Ishares Tr (IVW)
Us Eqty Pwr Buf Innovator Etfs Tr (PDEC)
Core S&p Scp Etf Ishares Tr (IJR)
Msci Eafe Etf Ishares Tr (EFA)
Hendrson Aaa Cl Janus Detroit Str Tr (JAAA)
Core S&p500 Etf Ishares Tr (IVV)
Grwt Allocat Etf Ishares Tr (AOR)
Van Ftse Dev Mkt Vanguard Tax-managed Fds (VEA)
Russell 2000 Etf Ishares Tr (IWM)
Us Eqty Pwr Buf Innovator Etfs Tr (PJAN)

View all positions for Strategic Wealth Partners

Top funds holding Ishares Tr msci usa small

Tiaa Trust, National Association
Putnam Fl Investment Management
Goldman Sachs Group
Bank of America Corporation
Creative Planning
Fiduciary Trust Company
Vontobel Holding
M^T Bank Corporation
BlackRock
Pathstone Holdings
Acorns Advisers
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Citizens Financial Group
Commonwealth Equity Services

View all funds holding Ishares Tr msci usa small