Ishares Tr msci usa smlcp shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in Ishares Tr msci usa smlcp
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Quarterly reported holdings in Ishares Tr msci usa smlcp by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $707k | 11k | 66.35 |
| 2024-06-30 | $652k | 11k | 61.21 |
| 2024-03-31 | $677k | 11k | 63.58 |
| 2023-12-31 | $627k | 11k | 58.82 |
| 2023-09-30 | $551k | 11k | 51.73 |
| 2023-06-30 | $571k | 11k | 53.62 |
| 2023-03-31 | $546k | 11k | 51.26 |
| 2022-12-31 | $529k | 11k | 49.66 |
| 2022-06-30 | $500k | 11k | 46.93 |
| 2022-03-31 | $581k | 11k | 54.53 |
| 2021-12-31 | $610k | 11k | 57.25 |