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Ishares Tr msci usa smlcp shares owned by Williams Financial

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

Historical chart of Williams Financial 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 Williams Financial 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 Williams Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 49k 74.88

More positions owned by Williams Financial

J P Morgan Exchange Traded Income Etf (JPIE)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Intl Equity Index Allwrld Ex Us (VEU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Spdr Series Trust State Street Spd (SJNK)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Williams Financial

Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Ameriprise Financial
Wells Fargo & Company
LPL Financial
ValMark Advisers
Acropolis Investment Management
Vantagepoint Investment Advisers
Cetera Investment Advisers
HighTower Advisors
Financial Management Professionals
Modern Wealth Management
BlackRock
Bsc Private Wealth Management
Ullmann Financial
Cornerstone Planning Group

View all funds holding Ishares Tr msci usa smlcp