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Ishares Msci Usa Size Factor shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Ishares Msci Usa Size Factor (SIZE) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Ishares Msci Usa Size Factor

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All positions including Ishares Msci Usa Size Factor held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Msci Usa Size Factor by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2023-06-30 $54k 440 122.74

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

Top funds holding Ishares Msci Usa Size Factor

BlackRock
James Reed Financial Services
Trinity Wealth Management
Lido Advisors
Alan Leist III
Envestnet Asset Management
Ameriprise Financial
Goldman Sachs Group
LPL Financial
Pnc Financial Services
Advisor Group Holdings
Jones Financial Companies, L.L
Susquehanna International
Jpmorgan Chase & Co
Mercer Global Advisors

View all funds holding Ishares Msci Usa Size Factor