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Ishares Tr edge msci minm shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group 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 Measured Wealth Private Client Group 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 Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 293 43.33

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United Parcel Service CL B (UPS)
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View all positions for Measured Wealth Private Client Group

Top funds holding Ishares Tr edge msci minm

Mercer Global Advisors
Wells Fargo & Company
Wealth Management Resources
Raymond James Financial
Commonwealth Equity Services
LPL Financial
Brickley Wealth Management
Royal Bank of Canada
Creative Planning
Kestra Advisory Services
Sagespring Wealth Partners
Jpmorgan Chase & Co
Modern Wealth Management
UBS Group
Rehmann Capital Advisory

View all funds holding Ishares Tr edge msci minm