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Ishares Tr msci usa small shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $310k 6.7k 45.98

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View all positions for Summit Wealth Group Llc / Co

Top funds holding Ishares Tr msci usa small

FMR
Tiaa Trust, National Association
Northern Trust
Betterment
Creative Planning
Goldman Sachs Group
Fiduciary Trust Company
Vontobel Holding
BlackRock
Wells Fargo & Company
M^T Bank Corporation
Acorns Advisers
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Royal Bank of Canada

View all funds holding Ishares Tr msci usa small