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Ishares Tr rusel 2500 etf shares owned by CX Institutional

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

Historical chart of CX Institutional 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 CX Institutional 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 CX Institutional

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.3M 34k 68.00
2024-09-30 $2.0M 29k 67.73
2024-06-30 $1.5M 24k 62.60
2024-03-31 $1.5M 23k 65.61
2023-12-31 $1.3M 21k 61.57

More positions owned by CX Institutional

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard World Mega Grwth Ind (MGK)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Portfolio Crport (SPBO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for CX Institutional

Top funds holding Ishares Tr rusel 2500 etf

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

View all funds holding Ishares Tr rusel 2500 etf