Lifestyle Asset Management »

Ishares Tr shares owned by Lifestyle Asset Management

Quarter-by-quarter ownership of Ishares Tr (SMAX) shares owned by Lifestyle Asset Management from 13F filings

Historical chart of Lifestyle Asset Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Lifestyle Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Lifestyle Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $458k 17k 26.96

More positions owned by Lifestyle Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Bloomberg Intl (IBND)
Spdr Series Trust State Street Spd (CWB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Exxon Mobil Corporation (XOM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bloomberg Intl T (BWX)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)

View all positions for Lifestyle Asset Management

Top funds holding Ishares Tr

J. L. Bainbridge & Co
Client First Capital
BIP Wealth
Raymond James Financial
Grantvest Financial Group
FC Advisory
Goldman Sachs Group
Susquehanna International
Amplius Wealth Advisors
Crewe Advisors
Jim Saulnier & Associates
Citadel Advisors
Crown Wealth Group
Envestnet Asset Management
Commonwealth Equity Services

View all funds holding Ishares Tr