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Ishares Tr msci usa small shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Ishares Tr msci usa small

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa small held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa small by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $460k 14k 32.88
2022-09-30 $215k 7.0k 30.68
2022-06-30 $235k 7.5k 31.50
2022-03-31 $307k 8.1k 38.04
2021-09-30 $190k 4.9k 38.97
2021-06-30 $166k 4.1k 40.28
2021-03-31 $113k 2.9k 38.42