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Ishares Tr msci usa smlcp shares owned by Diversify Wealth Management

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

Historical chart of Diversify 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 Diversify 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1M 24k 86.59

More positions owned by Diversify Wealth Management

Ishares Tr Russell 2000 Etf (IWM)
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NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Motorola Solutions Com New (MSI)

View all positions for Diversify Wealth Management

Top funds holding Ishares Tr msci usa smlcp

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

View all funds holding Ishares Tr msci usa smlcp