Lewis Asset Management »

Ishares Tr msci usa smlcp shares owned by Lewis Asset Management

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

Historical chart of Lewis Asset 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 Lewis Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr msci usa smlcp by Lewis Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $350k 4.6k 75.48

More positions owned by Lewis Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SDY)
Qxo Com New (QXO)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Johnson & Johnson (JNJ)

View all positions for Lewis Asset Management

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Ameriprise Financial
Advance Capital Management
LPL Financial
ValMark Advisers
Bank of America Corporation
Acropolis Investment Management
Cetera Investment Advisers
Vantagepoint Investment Advisers
HighTower Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Financial Management Professionals
Modern Wealth Management
Bsc Private Wealth Management

View all funds holding Ishares Tr msci usa smlcp