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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
2024-03-31 $1.5M 23k 65.61
2023-12-31 $1.3M 21k 61.57

More positions owned by CX Institutional

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI World Index Msci World Etf (URTH)
SPDR Portfolio Intmdt Term Trs ETF Portfli Intrmdit (SPTI)
Schwab US Large Cap Value ETF Us Lcap Va Etf (SCHV)
iShares Barclays 20 Yr Treasury Bond 20 Yr Tr Bd Etf (TLT)
Janus Henderson AAA Hendrson Aaa Cl (JAAA)
SPDR Portfolio Corporate Bond ETF Portfolio Crport (SPBO)
Vanguard Mid-Cap Mid Cap Etf (VO)
Vanguard Mega Cap Growth Mega Grwth Ind (MGK)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)
VanEck Lehman AMT-Free Int Muni Intrmdt Muni Etf (ITM)
Vanguard Small-Cap Small Cp Etf (VB)
SPDR Portfolio Mortgage Backed Bond ETF Port Mtg Bk Etf (SPMB)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)

View all positions for CX Institutional

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