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Ishares Tr rusel 2500 etf shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0M 65k 61.57
2023-09-30 $2.3M 43k 54.51
2023-06-30 $2.6M 46k 57.47
2023-03-31 $2.7M 49k 54.82
2022-12-31 $1.3M 49k 26.84

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Costco Wholesale Corporation (COST)
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View all positions for CI Private Wealth

Top funds holding Ishares Tr rusel 2500 etf

Coldstream Capital Management
Fifth Third Bancorp
Sontag Advisory
Branch Banking & Trust Company
Brio Consultants
Us Bancorp
Orion Portfolio Solutions
Bank of America Corporation
CMH Wealth Management
Central Trust & Investment
Advisory Resource Group
Heritage Wealth Management
Commonwealth Equity Services
Colony
HighTower Advisors

View all funds holding Ishares Tr rusel 2500 etf