SMMD — ISHARES TR

Ownership history in Empowered Funds, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Empowered Funds, LLC reported a position in ISHARES TR (SMMD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,438 +742 +13.0% 0.00% $475K $73.28
2025 Q2 INITIATED 5,696 — — 0.00% $386K $67.14
% of Fund (quarterly)    SMMD price (monthly, adj. close)

Other funds also holding SMMD

As of 2025 Q4 — sorted by position size

Diesslin Group, Inc. 9.03% Heritage Family Offices, LLP 7.66% Kendall Capital Management 3Y 7Y 5.53% Rossby Financial, LCC 2.54% CMH Wealth Management LLC 3Y 7Y 2.03% Benchmark Financial Wealth Advisors, LLC 3Y 7Y 1.68% Andina Capital Management, LLC 1.65% GLENMEDE TRUST CO NA 3Y 7Y 1.4% Gerber Kawasaki Wealth & Investment Management 3Y 7Y 1.23% CATALYST FINANCIAL PARTNERS LLC 3Y 1.07%
← Back to Empowered Funds, LLC Holdings