Ishares Tr msci usa smlcp shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Ishares Tr msci usa smlcp
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Quarterly reported holdings in Ishares Tr msci usa smlcp by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 34k | 74.35 |
| 2025-06-30 | $2.0M | 29k | 67.95 |
| 2025-03-31 | $1.6M | 25k | 62.16 |
| 2024-12-31 | $1.4M | 20k | 69.86 |