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Ishares Tr edge msci minm shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Ishares Tr edge msci minm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge msci minm held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge msci minm by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $213k 6.0k 35.69
2023-09-30 $203k 6.1k 33.05
2023-06-30 $213k 6.2k 34.28
2023-03-31 $209k 6.0k 34.68

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for H D Vest Advisory Services

Top funds holding Ishares Tr edge msci minm

Raymond James & Associates
Mercer Global Advisors
Bank of America Corporation
Raymond James Financial Services Advisors
Wealth Management Resources
Commonwealth Equity Services
UBS Group
Cambridge Investment Research Advisors
Raymond James Trust
Wade Financial Advisory
Summit Global Investments
Brickley Wealth Management
Creative Planning
Beacon Pointe Advisors
Royal Bank of Canada

View all funds holding Ishares Tr edge msci minm