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Ishares Tr rusel 2500 etf shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $116k 1.7k 67.71
2024-06-30 $115k 1.7k 67.33
2024-03-31 $105k 1.7k 61.22

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Vanguard Value Etf Etf (VTV)
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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
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Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

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