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Ishares Tr rusel 2500 etf shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Ishares Tr rusel 2500 etf

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All positions including Ishares Tr rusel 2500 etf held by Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $14k 200k 0.07
2024-06-30 $12M 187k 62.60

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
salesforce (CRM)
Becton Dickinson Common (BDX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kovitz Investment Group Partners

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