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Ishares Tr rusel 2500 etf shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $42k 689 61.57
2023-09-30 $4.2M 77k 54.51
2023-06-30 $7.1M 123k 57.47
2023-03-31 $6.3M 116k 54.82
2022-12-31 $5.6M 106k 53.14

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Ishares Gold Trust Etf (IAU)
Vanguard Short-term Bond Etf Etf (BSV)
Energy Select Sector Spdr Fund Etf (XLE)
Sherwin Williams Stock (SHW)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Global Wealth Strategies & Associates

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