Ishares Tr msci usa small shares owned by Laurel Wealth Planning
Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Laurel Wealth Planning
from 13F filings
Historical chart of Laurel Wealth Planning investment in Ishares Tr msci usa small
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All positions including Ishares Tr msci usa small held by Laurel Wealth Planning 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 Laurel Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 49k | 40.26 |
| 2023-12-31 | $1.8M | 48k | 38.02 |
| 2023-09-30 | $1.4M | 42k | 33.66 |
| 2023-06-30 | $1.4M | 40k | 35.52 |
| 2023-03-31 | $1.4M | 42k | 33.99 |
| 2022-12-31 | $1.2M | 36k | 32.88 |
| 2022-09-30 | $844k | 28k | 30.67 |
| 2022-06-30 | $681k | 22k | 31.51 |
| 2022-03-31 | $756k | 20k | 38.04 |
| 2021-12-31 | $414k | 10k | 40.30 |
| 2021-09-30 | $160k | 4.1k | 38.93 |
| 2021-06-30 | $6.0k | 139 | 43.17 |