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Ishares Tr msci usa smlcp shares owned by Summitpoint Capital Management

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

Historical chart of Summitpoint Capital 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 Summitpoint Capital 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 Summitpoint Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3M 30k 74.88

More positions owned by Summitpoint Capital Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ssga Active Etf Tr State Street Dou (TOTL)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Hdg Msci Eafe (HEFA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds 28 Trm Ts (IBTI)

View all positions for Summitpoint Capital Management

Top funds holding Ishares Tr msci usa smlcp

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

View all funds holding Ishares Tr msci usa smlcp