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Ishares Tr msci usa smlcp shares owned by Planning Strategies

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

Historical chart of Planning Strategies 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 Planning Strategies 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 Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 15k 89.14

More positions owned by Planning Strategies

Vanguard Russell 1000 Growth Etf Etf (VONG)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco S&p 100 Equal Weight Etf Etf (EQWL)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Nvidia Corporation Stock (NVDA)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Apple Stock (AAPL)
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Planning Strategies

Top funds holding Ishares Tr msci usa smlcp

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

View all funds holding Ishares Tr msci usa smlcp