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Ishares Tr rusel 2500 etf shares owned by Tred Avon Family Wealth

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

Historical chart of Tred Avon Family Wealth investment in Ishares Tr rusel 2500 etf

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All positions including Ishares Tr rusel 2500 etf held by Tred Avon Family 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 Tred Avon Family Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $391k 4.3k 91.63

More positions owned by Tred Avon Family Wealth

Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
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Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Palo Alto Networks (PANW)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Tred Avon Family Wealth

Top funds holding Ishares Tr rusel 2500 etf

Glenmede Trust Company
Fifth Third Bancorp
Bank of America Corporation
Bank Of Montreal
Fort Washington Investment Advisors
Wellington Management Company
FMR
Central Trust & Investment
Colony
UBS Group
Coldstream Capital Management
Cresset Asset Management
Sontag Advisory
Gerber Kawasaki Wealth & Investment Management
Raymond James Financial

View all funds holding Ishares Tr rusel 2500 etf