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Ishares Tr msci usa smlcp shares owned by Atlas Legacy Advisors

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

Historical chart of Atlas Legacy Advisors investment in Ishares Tr msci usa smlcp

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All positions including Ishares Tr msci usa smlcp held by Atlas Legacy 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 Atlas Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $884k 12k 74.35
2025-06-30 $799k 12k 67.95
2025-03-31 $632k 9.8k 64.67
2024-12-31 $704k 10k 67.50

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Microsoft Corporation (MSFT)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
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NVIDIA Corporation (NVDA)

View all positions for Atlas Legacy Advisors

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