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Ishares Tr msci usa smlcp shares owned by Fox Financial

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

Historical chart of Fox Financial 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 Fox Financial 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 Fox Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 285k 74.35
2025-06-30 $20M 287k 67.95
2025-03-31 $18M 282k 62.16
2024-12-31 $19M 279k 67.50
2024-09-30 $14M 211k 66.35
2024-06-30 $10M 165k 61.21

More positions owned by Fox Financial

Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr Us Sml Cap Eqt (SMLF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mid Cap Etf (IWR)
Select Sector Spdr Tr Technology (XLK)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Spdr Series Trust Portfolio S&p600 (SPSM)

View all positions for Fox Financial

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Ameriprise Financial
LPL Financial
ValMark Advisers
Acropolis Investment Management
Vantagepoint Investment Advisers
Financial Management Professionals
Cetera Investment Advisers
HighTower Advisors
BlackRock
Ullmann Financial
Bsc Private Wealth Management
Cornerstone Planning Group
Charles Schwab Investment Management

View all funds holding Ishares Tr msci usa smlcp