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Ishares Tr msci usa smlcp shares owned by Sigma Planning

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

Historical chart of Sigma Planning investment in Ishares Tr msci usa smlcp

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All positions including Ishares Tr msci usa smlcp held by Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $411k 6.2k 66.35
2024-06-30 $335k 5.5k 61.21
2024-03-31 $287k 4.5k 63.58

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Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Acropolis Investment Management
Ullmann Financial
BlackRock
Financial Management Professionals
BlackRock
Bsc Private Wealth Management
LPL Financial
Pacific Center for Financial Services
Cornerstone Planning Group
ValMark Advisers
Searcy Financial Services
Mercer Global Advisors
Integrated Wealth Concepts

View all funds holding Ishares Tr msci usa smlcp