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Ishares Tr msci usa smlcp shares owned by MY Wealth Management

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

Historical chart of MY 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 MY 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 MY Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.9M 32k 89.14

More positions owned by MY Wealth Management

Ishares Tr Ultra Short Dur (ICSH)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Listed Fds Tr Swan Hedged Eqty (HEGD)
Pacer Fds Tr Trendpilot 100 (PTNQ)
Vanguard World Inf Tech Etf (VGT)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Nuve High Etf (HYMB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust St Sho Treas Etf (SPTS)
Vaneck Etf Trust Vaneck Shrt Muni (SMB)
Dbx Etf Tr Xtrack Mun Infra (RVNU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pacer Fds Tr Globl Cash Etf (GCOW)

View all positions for MY Wealth Management

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Charles Schwab Investment Management
Sixth Street Partners Management Company
Wells Fargo & Company
Ameriprise Financial
LPL Financial
Advance Capital Management
Bank of America Corporation
ValMark Advisers
Acropolis Investment Management
Cetera Investment Advisers
Modern Wealth Management
FMR
Vantagepoint Investment Advisers
HighTower Advisors

View all funds holding Ishares Tr msci usa smlcp