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Ishares Tr msci usa small shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in Ishares Tr msci usa small

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa small held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa small by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $612k 15k 40.27
2023-12-31 $572k 15k 38.01
2023-09-30 $488k 15k 33.65
2023-06-30 $520k 15k 35.52
2023-03-31 $507k 15k 33.99
2022-12-31 $496k 15k 32.88