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
Download as csvQuarterly reported holdings in Ishares Tr rusel 2500 etf by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 170k | 73.73 |
| 2025-06-30 | $12M | 171k | 67.78 |
| 2025-03-31 | $8.8M | 140k | 62.54 |
| 2024-12-31 | $8.1M | 119k | 68.00 |
| 2024-09-30 | $7.8M | 115k | 67.73 |
| 2024-06-30 | $1.5M | 25k | 62.60 |
| 2024-03-31 | $1.4M | 21k | 65.61 |