Ishares Tr msci usa smlcp shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Ishares Tr msci usa smlcp
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Quarterly reported holdings in Ishares Tr msci usa smlcp by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 73k | 66.35 |
| 2024-06-30 | $4.9M | 80k | 61.21 |
| 2024-03-31 | $5.6M | 88k | 63.58 |
| 2023-12-31 | $5.7M | 97k | 58.82 |
| 2023-09-30 | $5.6M | 109k | 51.73 |
| 2023-06-30 | $7.0M | 131k | 53.62 |
| 2023-03-31 | $8.4M | 165k | 51.26 |
| 2022-12-31 | $8.8M | 177k | 49.66 |
| 2022-09-30 | $8.4M | 189k | 44.76 |
| 2022-06-30 | $9.0M | 193k | 46.89 |
| 2022-03-31 | $11M | 197k | 54.57 |
| 2021-12-31 | $11M | 186k | 57.25 |
| 2021-09-30 | $9.9M | 183k | 53.75 |
| 2021-06-30 | $8.3M | 151k | 54.85 |
| 2021-03-31 | $6.4M | 122k | 52.45 |
| 2020-12-31 | $5.8M | 127k | 45.76 |
| 2020-09-30 | $4.8M | 129k | 37.27 |
| 2020-06-30 | $4.5M | 127k | 35.71 |
| 2020-03-31 | $3.2M | 116k | 27.96 |
| 2019-12-31 | $4.3M | 100k | 42.91 |
| 2019-09-30 | $3.4M | 85k | 39.89 |
| 2019-06-30 | $2.9M | 73k | 40.37 |
| 2019-03-31 | $2.2M | 55k | 40.62 |
| 2018-12-31 | $1.4M | 39k | 35.83 |
More positions owned by Phillips Financial Management
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