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Ishares Tr rusel 2500 etf shares owned by Epstein & White Financial

Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Epstein & White Financial from 13F filings

Historical chart of Epstein & White Financial 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 Epstein & White Financial 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 Epstein & White Financial

Quarter filed Position value Share count Share price at filing
2021-06-30 $13M 193k 66.34
2021-03-31 $12M 185k 62.90
2020-12-31 $9.9M 173k 56.82
2018-12-31 $1.8M 47k 38.18

More positions owned by Epstein & White Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)

View all positions for Epstein & White Financial

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
Strategic Wealth Partners
Commonwealth Equity Services
Colony

View all funds holding Ishares Tr rusel 2500 etf