Apollon Wealth Management »

Ishares Tr msci usa smlcp shares owned by Apollon Wealth Management

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Apollon Wealth Management from 13F filings

Historical chart of Apollon Wealth Management 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 Apollon Wealth 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 msci usa smlcp by Apollon Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $524k 8.9k 58.82
2023-09-30 $365k 7.0k 51.73
2023-06-30 $4.6M 86k 53.62
2023-03-31 $4.7M 93k 51.26

More positions owned by Apollon Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Apollon Wealth Management

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Acropolis Investment Management
Ullmann Financial
Bsc Private Wealth Management
Financial Management Professionals
CWM
Mercer Global Advisors
Gyl Financial Synergies
UBS Group
Bank of America Corporation
Phillips Financial Management
HPM Partners
First Ascent Asset Management
Addison Advisors

View all funds holding Ishares Tr msci usa smlcp