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Ishares Tr rusel 2500 etf shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge Wealth Management 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 Lakeridge Wealth Management 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 Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $500k 7.4k 67.73
2024-06-30 $459k 7.3k 62.60
2024-03-31 $458k 7.0k 65.61

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

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
Advisory Resource Group

View all funds holding Ishares Tr rusel 2500 etf