Ishares Tr msci usa smlcp shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Ishares Tr msci usa smlcp
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr msci usa smlcp held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr msci usa smlcp by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $12k | 195 | 58.82 |
| 2023-09-30 | $10k | 195 | 51.73 |
| 2023-06-30 | $11k | 195 | 53.62 |
| 2022-12-31 | $9.7k | 195 | 49.66 |
| 2022-06-30 | $11k | 228 | 48.25 |
| 2022-03-31 | $2.0k | 33 | 60.61 |
| 2021-12-31 | $8.0k | 143 | 55.94 |