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Rzv guggenheim s&p smallcap 600 pureval etf shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Rzv guggenheim s&p smallcap 600 pureval etf (RZV) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Rzv guggenheim s&p smallcap 600 pureval etf

Tip: Access up to 7 years of quarterly data

All positions including Rzv guggenheim s&p smallcap 600 pureval etf held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rzv guggenheim s&p smallcap 600 pureval etf by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 9.3k 111.37
2024-09-30 $713k 6.5k 109.35
2024-06-30 $390k 3.9k 99.21

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Freedom 100 Em (FRDM)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Intl Equity Fd (DWM)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)
New York Life Invts Active E Nyli Mackay Mun (MMIT)

View all positions for Smallwood Wealth Investment Management

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