Retirement Planning Group »

Ishares Tr rusel 2500 etf shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group 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 Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr rusel 2500 etf by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 44k 73.73
2025-06-30 $2.9M 44k 67.78
2025-03-31 $850k 14k 62.54

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

Top funds holding Ishares Tr rusel 2500 etf

Fort Washington Investment Advisors
Coldstream Capital Management
FMR
Central Trust & Investment
Cresset Asset Management
Fifth Third Bancorp
Sontag Advisory
Colony
Gerber Kawasaki Wealth & Investment Management
UBS Group
Kendall Capital Management
Pensionmark Financial Group
Vestmark Advisory Solutions
Us Bancorp
Advisor Group Holdings

View all funds holding Ishares Tr rusel 2500 etf