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Ishares Tr msci usa smlcp shares owned by Wedmont Private Capital

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

Historical chart of Wedmont Private Capital 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 Wedmont Private Capital 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 Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 21k 74.26
2025-06-30 $1.5M 21k 69.69
2025-03-31 $1.2M 21k 57.58

More positions owned by Wedmont Private Capital

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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
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Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
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Microsoft Corporation (MSFT)
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Ishares Tr National Mun Etf (MUB)
Palantir Technologies Cl A (PLTR)
Amazon (AMZN)

View all positions for Wedmont Private Capital

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