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Ishares Tr msci usa smlcp shares owned by JGP Wealth Management

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

Historical chart of JGP 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 JGP 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 JGP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 2.9k 74.80

More positions owned by JGP Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Analog Devices (ADI)
PNC Financial Services (PNC)
Automatic Data Processing (ADP)
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Quest Diagnostics Incorporated (DGX)
Raytheon Technologies Corp (RTX)
Nextera Energy (NEE)
W.W. Grainger (GWW)

View all positions for JGP Wealth Management

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