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Ishares Tr msci usa smlcp shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 361k 74.35
2025-06-30 $4.6M 68k 67.95
2025-03-31 $3.4M 54k 62.16

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Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern 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