Ishares Tr msci usa smlcp shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group 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 Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.1M | 20k | 51.73 |
| 2023-06-30 | $1.0M | 20k | 53.62 |
| 2023-03-31 | $992k | 19k | 51.26 |
| 2022-12-31 | $928k | 19k | 49.66 |
| 2022-09-30 | $786k | 18k | 44.75 |
| 2022-06-30 | $629k | 13k | 46.86 |
| 2022-03-31 | $716k | 13k | 54.56 |
| 2021-12-31 | $715k | 13k | 57.23 |
| 2021-09-30 | $631k | 12k | 53.75 |
| 2021-06-30 | $642k | 12k | 53.96 |
| 2021-03-31 | $583k | 11k | 52.44 |
| 2020-12-31 | $461k | 10k | 45.78 |
More positions owned by Wescott Financial Advisory Group
View all positions for Wescott Financial Advisory Group