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Ishares Tr rusel 2500 etf shares owned by Catalytic Wealth RIA

Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Catalytic Wealth RIA from 13F filings

Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 20k 67.73
2024-06-30 $1.3M 20k 62.60
2024-03-31 $1.3M 20k 65.61
2023-12-31 $1.2M 20k 61.57

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View all positions for Catalytic Wealth RIA

Top funds holding Ishares Tr rusel 2500 etf

Coldstream Capital Management
Fort Washington Investment Advisors
Fifth Third Bancorp
Envestnet Asset Management
Bank of America Corporation
Sontag Advisory
Pensionmark Financial Group
Brio Consultants
Central Trust & Investment
Glenmede Trust Company
Kestra Investment Management
Us Bancorp
Branch Banking & Trust Company
CMH Wealth Management
Colony

View all funds holding Ishares Tr rusel 2500 etf