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Ishares Tr edge msci minm shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 39k 43.62
2024-12-31 $1.7M 40k 41.46
2019-12-31 $6.6M 187k 35.47

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View all positions for Independent Advisor Alliance

Top funds holding Ishares Tr edge msci minm

Bank of America Corporation
Mercer Global Advisors
Wealth Management Resources
Raymond James Financial
Commonwealth Equity Services
LPL Financial
Brickley Wealth Management
Burns Matteson Capital Management
Creative Planning
Royal Bank of Canada
Kestra Advisory Services
Modern Wealth Management
UBS Group
Beacon Pointe Advisors
Sagespring Wealth Partners

View all funds holding Ishares Tr edge msci minm