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Ishares Tr msci usa smlcp shares owned by Selby Wealth Management

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

Historical chart of Selby 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 Selby 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 Selby Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $326k 3.7k 89.14

More positions owned by Selby Wealth Management

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Active Growth (JGRO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Procter & Gamble Company (PG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Selby Wealth Management

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
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
HighTower Advisors

View all funds holding Ishares Tr msci usa smlcp