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Ishares Tr rusel 2500 etf shares owned by Berger Financial Group

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

Historical chart of Berger Financial Group 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 Berger Financial Group 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 Berger Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.7M 148k 65.61
2023-12-31 $8.2M 133k 61.57
2023-09-30 $6.7M 123k 54.51
2023-06-30 $7.1M 123k 57.47
2023-03-31 $6.2M 114k 54.82

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded Ny Arca Biotech (FBT)
Ishares Tr Core Us Aggbd Et (AGG)
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Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
C H Robinson Worldwide Com New (CHRW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)

View all positions for Berger Financial Group

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