Ishares Tr msci usa smlcp shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Ishares Tr msci usa smlcp
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Quarterly reported holdings in Ishares Tr msci usa smlcp by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.2M | 54k | 58.82 |
| 2023-09-30 | $2.8M | 54k | 51.73 |
| 2023-06-30 | $2.8M | 53k | 53.62 |
| 2023-03-31 | $2.7M | 53k | 51.26 |
| 2022-12-31 | $2.6M | 52k | 49.66 |
| 2022-09-30 | $2.4M | 54k | 44.75 |
| 2022-06-30 | $2.3M | 50k | 46.89 |
| 2022-03-31 | $2.7M | 49k | 54.57 |
| 2021-12-31 | $2.5M | 45k | 57.25 |
| 2021-09-30 | $2.0M | 38k | 53.75 |
| 2021-03-31 | $2.0M | 38k | 52.45 |
| 2020-09-30 | $1.1M | 30k | 37.28 |
| 2020-06-30 | $1.1M | 29k | 35.71 |
| 2020-03-31 | $460k | 15k | 29.78 |
| 2019-12-31 | $1.1M | 25k | 42.90 |
| 2019-09-30 | $993k | 25k | 39.88 |
| 2019-06-30 | $975k | 24k | 40.28 |
| 2019-03-31 | $884k | 22k | 40.08 |
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