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Ishares Tr msci usa smlcp shares owned by Cassilly Financial Group

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

Historical chart of Cassilly Financial Group 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 Cassilly Financial Group 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 Cassilly Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $853k 11k 74.88

More positions owned by Cassilly Financial Group

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Mbs Etf (MBB)

View all positions for Cassilly Financial Group

Top funds holding Ishares Tr msci usa smlcp

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

View all funds holding Ishares Tr msci usa smlcp