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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
2024-03-31 $1.4M 21k 65.61

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Ishares Tr rusel 2500 etf

Coldstream Capital Management
Fifth Third Bancorp
Sontag Advisory
Branch Banking & Trust Company
Brio Consultants
Us Bancorp
Orion Portfolio Solutions
Bank of America Corporation
CMH Wealth Management
Central Trust & Investment
Advisory Resource Group
Heritage Wealth Management
Strategic Wealth Partners
Commonwealth Equity Services
Colony

View all funds holding Ishares Tr rusel 2500 etf