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Ishares Tr msci usa smlcp shares owned by Ball & Co Wealth Management

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

Historical chart of Ball & Co 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 Ball & Co Wealth Management 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 Ball & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $0 0 0.00
2024-12-31 $2.7M 41k 67.49

More positions owned by Ball & Co Wealth Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Specialized Funds Div App Etf (VIG)
Alps Etf Tr Alerian Mlp (AMLP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Msci Usa Min Vol (USMV)
Series Portfolios Tr Eldridge Aaa Clo (CLOX)
Amgen (AMGN)
Etf Ser Solutions Defiance Quantum (QTUM)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Eafe Value Etf (EFV)
Fidelity Covington Trust Enhanced Large (FELG)

View all positions for Ball & Co Wealth Management

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