Ishares Tr msci usa smlcp shares owned by GeoWealth Management
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Ishares Tr msci usa smlcp
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Quarterly reported holdings in Ishares Tr msci usa smlcp by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 77k | 74.35 |
| 2025-06-30 | $5.7M | 84k | 67.95 |
| 2025-03-31 | $4.7M | 76k | 62.16 |
| 2024-12-31 | $15M | 222k | 67.50 |
| 2024-09-30 | $16M | 248k | 66.35 |
| 2024-06-30 | $7.4M | 121k | 61.21 |
| 2024-03-31 | $6.3B | 99k | 63579.54 |
| 2023-09-30 | $171k | 3.3k | 51.61 |
| 2023-06-30 | $177k | 3.3k | 53.67 |
| 2022-12-31 | $216k | 4.3k | 49.79 |
| 2020-06-30 | $1.3M | 35k | 35.71 |
| 2019-12-31 | $764k | 18k | 41.78 |