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Ishares Tr msci usa smlcp shares owned by Fortitude Advisory Group

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

Historical chart of Fortitude Advisory 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 Fortitude Advisory 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 Fortitude Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $277k 3.1k 89.14
2022-03-31 $171k 3.1k 54.60
2021-12-31 $179k 3.1k 57.15

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Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Charles Schwab Investment Management
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ValMark Advisers
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View all funds holding Ishares Tr msci usa smlcp