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Ishares Tr msci usa smlcp shares owned by AllGen Financial Advisors

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by AllGen Financial Advisors from 13F filings

Historical chart of AllGen Financial Advisors investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp held by AllGen Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa smlcp by AllGen Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 154k 75.49

More positions owned by AllGen Financial Advisors

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Mega Cap Val Etf (MGV)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr Us Sml Cap Eqt (SMLF)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPTS)
Spdr Series Trust State Street Spd (SPTL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for AllGen Financial Advisors

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Charles Schwab Investment Management
Ameriprise Financial
Advance Capital Management
LPL Financial
ValMark Advisers
Bank of America Corporation
Acropolis Investment Management
FMR
Cetera Investment Advisers
Modern Wealth Management
Vantagepoint Investment Advisers
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
HighTower Advisors

View all funds holding Ishares Tr msci usa smlcp