Ishares Tr msci usa smlcp shares owned by Capital Advisors
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Ishares Tr msci usa smlcp
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Quarterly reported holdings in Ishares Tr msci usa smlcp by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $671k | 9.0k | 74.39 |
| 2025-06-30 | $612k | 9.0k | 68.00 |
| 2025-03-31 | $574k | 9.2k | 62.20 |
| 2024-12-31 | $602k | 8.9k | 67.46 |
| 2024-09-30 | $600k | 9.0k | 66.35 |
| 2024-06-30 | $485k | 7.9k | 61.24 |
| 2024-03-31 | $515k | 8.1k | 63.59 |
| 2023-12-31 | $509k | 8.6k | 58.86 |
| 2023-09-30 | $543k | 11k | 51.71 |
| 2023-06-30 | $662k | 12k | 53.59 |
| 2023-03-31 | $639k | 13k | 51.28 |
| 2022-12-31 | $605k | 12k | 49.67 |
| 2022-09-30 | $514k | 12k | 44.77 |
| 2022-06-30 | $447k | 9.5k | 46.85 |
| 2022-03-31 | $293k | 5.4k | 54.62 |
| 2021-12-31 | $295k | 5.2k | 57.19 |
| 2021-09-30 | $277k | 5.2k | 53.74 |
| 2021-06-30 | $283k | 5.2k | 54.93 |
| 2021-03-31 | $263k | 5.0k | 52.40 |
| 2020-12-31 | $230k | 5.0k | 45.84 |
| 2020-09-30 | $187k | 5.0k | 37.30 |
| 2020-06-30 | $117k | 3.3k | 35.76 |
| 2020-03-31 | $110k | 3.7k | 30.11 |
| 2019-12-31 | $141k | 3.3k | 43.01 |