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Ishares Tr rusel 2500 etf shares owned by Ballast Financial Advisors

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

Historical chart of Ballast Financial 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 Ballast Financial 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 Ballast Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $209k 2.7k 76.34

More positions owned by Ballast Financial Advisors

Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Ballast Financial Advisors

Top funds holding Ishares Tr rusel 2500 etf

Glenmede Trust Company
Fifth Third Bancorp
Bank of America Corporation
Bank Of Montreal
Fort Washington Investment Advisors
Central Trust & Investment
FMR
Coldstream Capital Management
Colony
Cresset Asset Management
UBS Group
Sontag Advisory
Gerber Kawasaki Wealth & Investment Management
William Blair $ Company
Raymond James Financial

View all funds holding Ishares Tr rusel 2500 etf