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Ishares Tr rusel 2500 etf shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services 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 Kestra Private Wealth Services 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 Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $282k 4.2k 67.73
2024-06-30 $326k 5.2k 62.60
2024-03-31 $260k 4.0k 65.61

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Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
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Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Kestra Private Wealth Services

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