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Ishares Tr rusel 2500 etf shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in Ishares Tr rusel 2500 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rusel 2500 etf held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rusel 2500 etf by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $272k 3.7k 73.73
2025-06-30 $350k 5.2k 67.78
2025-03-31 $578k 9.2k 62.54
2024-12-31 $504k 7.4k 68.00
2024-06-30 $13k 200 62.60
2024-03-31 $13k 200 65.61
2022-06-30 $79k 1.5k 51.60
2022-03-31 $87k 1.4k 62.64