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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)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
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Vanguard Ftse Emerging Markets Etf Etf (VWO)
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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

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

View all funds holding Ishares Tr rusel 2500 etf