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Ishares Tr edge msci minm shares owned by Wetzel Investment Advisors

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

Historical chart of Wetzel Investment Advisors 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 Wetzel Investment Advisors 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 Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $136k 3.8k 35.46
2023-12-31 $143k 4.0k 35.59

More positions owned by Wetzel Investment Advisors

Ishares Tr Core Us Aggbd Et Agg (AGG)
Vanguard Index Funds S&p 500 Etf Voo (VOO)
Jpmorgan Chase & Company JPM (JPM)
Eli Lilly & Company Lly (LLY)
Ishares Tr Rus 1000 Grw Etf Iwf (IWF)
Vanguard Extended Market Etf VXF (VXF)
First Trust Morningstar Dividend Leaders Index Fund FDL (FDL)
First Trust Capital Strength Etf FTCS (FTCS)
Ishares Tr Conv Bd Etf Icvt (ICVT)
Ishares Tr Intl Sel Div Etf Idv (IDV)
Spdr S&p 500 Etf Spy (SPY)
Ishares Tr Core S&p Mcp Etf Ijh (IJH)
Vanguard Value Etf VTV (VTV)
Ishares Incorporated Core Msci Emkt Iemg (IEMG)
Vanguard Total International Stock Etf Vxus (VXUS)

View all positions for Wetzel Investment Advisors

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