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Ishares Tr msci usa smlcp shares owned by Flagship Private Wealth

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

Historical chart of Flagship Private Wealth 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 Flagship Private Wealth 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 Flagship Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $277k 4.2k 66.35
2021-06-30 $167M 167k 1000.00
2021-03-31 $169k 3.1k 53.72
2020-12-31 $152k 3.1k 48.28

More positions owned by Flagship Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Global 100 Etf (IOO)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Global Tech Etf (IXN)

View all positions for Flagship Private Wealth

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