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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

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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
2026-06-30 $4.5M 51k 89.14
2026-03-31 $3.7M 49k 75.49
2025-12-31 $3.6M 49k 74.88

More positions owned by Williams Financial

J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F 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)
Ishares Tr Us Sml Cap Eqt (SMLF)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Spdr Series Trust St Term High Etf (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
Charles Schwab Investment Management
Sixth Street Partners Management Company
Wells Fargo & Company
Ameriprise Financial
LPL Financial
Advance Capital Management
Bank of America Corporation
ValMark Advisers
Acropolis Investment Management
Cetera Investment Advisers
Modern Wealth Management
FMR
Vantagepoint Investment Advisers
HighTower Advisors

View all funds holding Ishares Tr msci usa smlcp