Ishares Tr msci usa smlcp shares owned by ValMark Advisers
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Ishares Tr msci usa smlcp
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr msci usa smlcp held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr msci usa smlcp by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $79M | 1.1M | 74.35 |
| 2025-06-30 | $25M | 371k | 67.95 |
| 2025-03-31 | $23M | 366k | 62.16 |
| 2024-12-31 | $23M | 334k | 67.50 |
| 2024-09-30 | $24M | 357k | 66.35 |
| 2024-06-30 | $22M | 362k | 61.21 |