SMLF — ISHARES TR

Ownership history in Maia Wealth LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Maia Wealth LLC reported a position in ISHARES TR (SMLF). 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.

Peak position
0.05% (2025 Q1)
Avg. % of fund
0.05%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,555 — 0% 0.04% $264K $73.92
2025 Q2 UNCHANGED 3,555 — 0% 0.05% $242K $67.34
2025 Q1 INITIATED 3,555 — — 0.05% $207K $61.41
% of Fund (quarterly)    SMLF price (monthly, adj. close)

Other funds also holding SMLF

As of 2025 Q4 — sorted by position size

Fox Financial, Inc 16.85% Strategic Financial Services, Inc. 3Y 7Y 13.98% PTM WEALTH MANAGEMENT, LLC 7.81% Pacific Center for Financial Services 3Y 7Y 7.56% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 6.0% Cornerstone Planning Group LLC 3Y 5.33% Madison Wealth Partners, Inc 3Y 4.15% Financial Management Professionals, Inc. 3Y 7Y 3.99% FMA Wealth Management, LLC 3.68% Ullmann Wealth Partners Group, LLC 3Y 7Y 3.38%
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