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Ishares Tr rusel 2500 etf shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices 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 Heritage Family Offices 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 Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 189k 67.73
2024-06-30 $12M 194k 62.60

More positions owned by Heritage Family Offices

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Xpel (XPEL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Heritage Family Offices

Top funds holding Ishares Tr rusel 2500 etf

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

View all funds holding Ishares Tr rusel 2500 etf