Ishares Tr msci usa smlcp shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Ishares Tr msci usa smlcp
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Quarterly reported holdings in Ishares Tr msci usa smlcp by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $23M | 449k | 51.73 |
| 2023-06-30 | $27M | 496k | 53.62 |
| 2023-03-31 | $25M | 495k | 51.26 |
| 2022-12-31 | $25M | 510k | 49.66 |
| 2022-09-30 | $23M | 508k | 44.76 |
| 2022-06-30 | $24M | 514k | 46.89 |
| 2022-03-31 | $30M | 556k | 54.57 |
| 2021-12-31 | $36M | 621k | 57.25 |
| 2021-09-30 | $33M | 606k | 53.75 |
| 2021-06-30 | $32M | 576k | 54.85 |
| 2021-03-31 | $26M | 495k | 52.45 |
| 2020-12-31 | $22M | 475k | 45.75 |
| 2020-09-30 | $23M | 612k | 37.27 |
| 2020-06-30 | $20M | 567k | 35.71 |
| 2020-03-31 | $6.8M | 228k | 29.79 |
| 2019-12-31 | $6.2M | 144k | 42.91 |
| 2019-09-30 | $8.8M | 222k | 39.89 |
| 2019-06-30 | $11M | 266k | 40.29 |
| 2019-03-31 | $8.1M | 201k | 40.11 |
| 2018-12-31 | $887k | 25k | 35.80 |
| 2018-09-30 | $988k | 23k | 43.17 |
| 2018-06-30 | $1.0M | 24k | 42.23 |
| 2018-03-31 | $978k | 25k | 38.44 |
| 2017-12-31 | $1.1M | 28k | 40.14 |
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