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Ishares Tr rusel 2500 etf shares owned by Southern Wealth Management

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

Historical chart of Southern 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 Southern 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 Southern Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $922k 17k 54.82
2022-12-31 $757k 14k 53.14
2022-09-30 $694k 13k 54.55
2022-06-30 $565k 11k 51.64
2022-03-31 $570k 9.1k 62.42
2021-09-30 $711k 11k 64.22
2021-06-30 $724k 11k 65.40
2021-03-31 $693k 11k 62.87
2020-12-31 $626k 11k 56.79
2020-09-30 $491k 11k 44.74
2020-06-30 $466k 11k 42.46

More positions owned by Southern Wealth Management

Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Schwab Intl Small Cap Etf Intl Sceqt Etf (SCHC)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Vanguard S&p 500 Etf S&p 500 Etf (VOO)
Ishares Msci Emerging Markets Min Vol Factor Etf Min Vol Emrg Mkt (EEMV)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Mcap Vl Idxvip (VOE)
Vanguard Extended Market Etf Extend Mkt Etf (VXF)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
Ishares Russell Midcap Value Index Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Minimum Volatility Index Msci Min Vol Etf (USMV)
Ishares Msci Eafe Small Cap Etf Eafe Sml Cp Etf (SCZ)
Vanguard Value Etf Value Etf (VTV)

View all positions for Southern Wealth Management

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