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Ishares Tr msci usa smlcp shares owned by LWM Advisory Services

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

Historical chart of LWM Advisory Services 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 LWM Advisory Services 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 LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 21k 66.35
2024-06-30 $645k 11k 61.21
2024-03-31 $532k 8.4k 63.58

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View all positions for LWM Advisory Services

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