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Ishares Tr rusel 2500 etf shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners 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 Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 250k 73.73
2025-06-30 $12M 180k 67.78
2025-03-31 $4.0M 64k 62.54
2024-12-31 $5.7M 84k 68.00
2024-09-30 $3.7M 55k 67.73
2021-03-31 $47k 750 62.67

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Wealthcare Advisory Partners

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