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Ishares Tr msci usa smlcp shares owned by Cary Street Partners Financial

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

Historical chart of Cary Street Partners Financial 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 Cary Street Partners Financial 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 Cary Street Partners Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 24k 75.49

More positions owned by Cary Street Partners Financial

Vanguard Value Etf Etf (VTV)
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Vanguard Growth Etf Etf (VUG)
Microsoft Corp Stock (MSFT)
Fairlead Tactical Sector ETF Etf (TACK)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Tcw Flexible Income Etf Etf (FLXR)
Ishares Msci Eafe Growth Etf Etf (EFG)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Eafe Value Etf Etf (EFV)
Vanguard Small-cap Etf Etf (VB)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Active Growth Etf Etf (JGRO)

View all positions for Cary Street Partners Financial

Top funds holding Ishares Tr msci usa smlcp

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

View all funds holding Ishares Tr msci usa smlcp