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Ishares Tr edge msci minm shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners investment in Ishares Tr edge msci minm

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All positions including Ishares Tr edge msci minm held by ORG Wealth Partners 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 ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $25k 578 43.03
2025-06-30 $22k 528 42.27
2025-03-31 $22k 528 41.58

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
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Berkshire Hathaway Common Stock (BRK.B)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Energy Transfer Limited Partnershp (ET)
Amazon.com Common Stock (AMZN)
Exxon Mobil Corp Common Stock (XOM)
Abbott Labs Common Stock (ABT)
Microsoft Corp Common Stock (MSFT)
Palantir Technologies In Common Stock (PLTR)
Abbvie Common Stock (ABBV)
Cambria Fixed Income Uit Exchange Traded (CFIT)
Armour Residential Reit Inc Com Par $0 001 Equity (ARR)

View all positions for ORG Wealth Partners

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
Sagespring Wealth Partners
Kestra Advisory Services
UBS Group
Jpmorgan Chase & Co
Rehmann Capital Advisory
Beacon Pointe Advisors

View all funds holding Ishares Tr edge msci minm