Ishares Tr msci usa smlcp shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Ishares Tr msci usa smlcp
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Quarterly reported holdings in Ishares Tr msci usa smlcp by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13k | 195 | 66.35 |
| 2024-06-30 | $12k | 195 | 61.21 |
| 2024-03-31 | $12k | 195 | 63.58 |
| 2023-12-31 | $12k | 195 | 58.82 |
| 2023-09-30 | $10k | 195 | 51.73 |
| 2023-06-30 | $11k | 195 | 53.62 |
| 2022-12-31 | $9.7k | 195 | 49.66 |
| 2022-06-30 | $11k | 228 | 48.25 |
| 2022-03-31 | $2.0k | 33 | 60.61 |
| 2021-12-31 | $8.0k | 143 | 55.94 |