Ishares Tr msci usa smlcp shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Ishares Tr msci usa smlcp
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Quarterly reported holdings in Ishares Tr msci usa smlcp by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $639k | 11k | 58.82 |
| 2023-09-30 | $522k | 10k | 51.73 |
| 2023-06-30 | $495k | 9.2k | 53.62 |
| 2023-03-31 | $372k | 7.3k | 51.26 |
| 2022-12-31 | $213k | 4.3k | 49.67 |
| 2022-03-31 | $3.0k | 167k | 0.02 |