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Ishares Tr rusel 2500 etf shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.8M 115k 67.73
2024-06-30 $1.5M 25k 62.60
2024-03-31 $1.4M 21k 65.61

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American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
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Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
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View all positions for Simplicity Wealth

Top funds holding Ishares Tr rusel 2500 etf

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

View all funds holding Ishares Tr rusel 2500 etf