ORG Partners »

Ishares Tr edge msci minm shares owned by ORG Partners

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

Historical chart of ORG Partners 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 ORG Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr edge msci minm by ORG Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $29k 823 35.76
2023-09-30 $16k 487 33.05
2023-06-30 $83k 2.4k 34.34

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Common Stock (VOXR)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
1/100 Berkshire Htwy Common Stock
Aptus Collared Inv Uit Exchange Traded (ACIO)
Berkshire Hathaway Common Stock (BRK.B)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Apple Common Stock (AAPL)
Aptus Enhncd Yld Uit Exchange Traded (JUCY)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Calamos Market Neutral I Equity Funds (CMNIX)
Ishares Core S&p Total Uit Exchange Traded (ITOT)

View all positions for ORG Partners

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