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Ishares Tr msci usa smlcp shares owned by RMR Wealth Builders

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

Historical chart of RMR Wealth Builders 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 RMR Wealth Builders 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 RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2025-09-30 $285k 3.8k 74.35
2025-06-30 $354k 5.2k 67.95

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View all positions for RMR Wealth Builders

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