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Ishares Tr msci usa smlcp shares owned by First Foundation Advisors

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

Historical chart of First Foundation Advisors 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 First Foundation 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 First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $369k 6.0k 61.21
2024-03-31 $383k 6.0k 63.58
2023-12-31 $354k 6.0k 58.82
2023-09-30 $312k 6.0k 51.73
2023-06-30 $323k 6.0k 53.62

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United Parcel Service CL B (UPS)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
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Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for First Foundation Advisors

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Acropolis Investment Management
Ullmann Financial
BlackRock
Financial Management Professionals
BlackRock
Bsc Private Wealth Management
LPL Financial
Pacific Center for Financial Services
Cornerstone Planning Group
ValMark Advisers
Searcy Financial Services
Mercer Global Advisors
Integrated Wealth Concepts

View all funds holding Ishares Tr msci usa smlcp