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Ishares Tr rusel 2500 etf shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory 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 Optivise Advisory 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 2.5k 91.63

More positions owned by Optivise Advisory Services

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str Conv Etf (CWB)
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Isha La Core Etf (BLCR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Optivise Advisory Services

Top funds holding Ishares Tr rusel 2500 etf

Glenmede Trust Company
Fifth Third Bancorp
Bank of America Corporation
Bank Of Montreal
Fort Washington Investment Advisors
Wellington Management Company
FMR
Central Trust & Investment
Colony
UBS Group
Coldstream Capital Management
Cresset Asset Management
Sontag Advisory
Gerber Kawasaki Wealth & Investment Management
Raymond James Financial

View all funds holding Ishares Tr rusel 2500 etf