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Ishares Tr msci usa smlcp shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth 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 Atlantic Private Wealth 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 Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 250 74.44
2025-06-30 $17k 250 68.04

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Vanguard Extended Etf (VXF)
iShares iBonds Dec 2034 Term Treasury ETF Etf (IBTP)
iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG)
Vanguard World Etf (ESGV)
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Select Sector SPDR Etf (XLE)
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Vanguard Intl Equity Etf (VEU)

View all positions for Atlantic Private Wealth

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Ameriprise Financial
LPL Financial
ValMark Advisers
Acropolis Investment Management
Vantagepoint Investment Advisers
Financial Management Professionals
Cetera Investment Advisers
HighTower Advisors
BlackRock
Ullmann Financial
Bsc Private Wealth Management
Cornerstone Planning Group
Charles Schwab Investment Management

View all funds holding Ishares Tr msci usa smlcp