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Ishares Tr msci usa smlcp shares owned by Integrated Wealthcare

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

Historical chart of Integrated Wealthcare 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 Integrated Wealthcare 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 Integrated Wealthcare

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 19k 74.88

More positions owned by Integrated Wealthcare

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Cre U S Reit Etf (USRT)

View all positions for Integrated Wealthcare

Top funds holding Ishares Tr msci usa smlcp

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

View all funds holding Ishares Tr msci usa smlcp