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Ishares Tr rusel 2500 etf shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management 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 Comprehensive Portfolio Management 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 Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 3.3k 73.73
2025-06-30 $223k 3.3k 67.78
2025-03-31 $205k 3.3k 62.55
2024-12-31 $226k 3.3k 67.99

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View all positions for Comprehensive Portfolio Management

Top funds holding Ishares Tr rusel 2500 etf

Fort Washington Investment Advisors
Coldstream Capital Management
FMR
Central Trust & Investment
Cresset Asset Management
Fifth Third Bancorp
Sontag Advisory
Colony
Gerber Kawasaki Wealth & Investment Management
UBS Group
Kendall Capital Management
Pensionmark Financial Group
Vestmark Advisory Solutions
Us Bancorp
Advisor Group Holdings

View all funds holding Ishares Tr rusel 2500 etf