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Ishares Tr msci usa smlcp shares owned by Journey Advisory Group

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

Historical chart of Journey 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 Journey 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 Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 89k 61.21
2024-06-30 $5.5M 89k 61.21
2024-03-31 $3.7M 59k 63.58

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View all positions for Journey Advisory Group

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