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Ishares Tr msci usa smlcp shares owned by FMA Wealth Management

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

Historical chart of FMA 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 FMA 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 FMA Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 75k 66.35
2024-06-30 $2.1M 34k 61.21
2024-03-31 $2.0M 32k 63.62
2023-12-31 $1.6M 27k 58.84

More positions owned by FMA Wealth Management

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares Tr Rus 1000 Val Etf (IWD)
J P Morgan Exchange Traded F Income Etf (JPIE)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Harbor Etf Trust Internatnal Comp (OSEA)
Ishares Tr Us Sml Cap Eqt (SMLF)
Spdr Ser Tr Russell Yield (ONEY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Fidelity Covington Trust Enhanced Mid (FMDE)

View all positions for FMA Wealth Management

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