Ishares Tr msci usa smlcp shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory investment in Ishares Tr msci usa smlcp
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Quarterly reported holdings in Ishares Tr msci usa smlcp by Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.9M | 58k | 66.35 |
| 2024-06-30 | $3.5M | 58k | 61.21 |
| 2024-03-31 | $3.9M | 61k | 63.58 |
| 2023-12-31 | $5.2M | 89k | 58.82 |
| 2023-09-30 | $5.3M | 102k | 51.73 |
| 2023-06-30 | $5.5M | 102k | 53.62 |
| 2023-03-31 | $5.1M | 99k | 51.26 |
| 2022-12-31 | $4.8M | 96k | 49.66 |
| 2022-09-30 | $4.3M | 96k | 44.76 |
| 2022-06-30 | $4.1M | 88k | 46.88 |
| 2022-03-31 | $4.7M | 87k | 54.57 |
| 2021-12-31 | $4.2M | 74k | 57.24 |
| 2021-09-30 | $3.9M | 73k | 53.74 |
| 2021-06-30 | $4.1M | 74k | 54.85 |
| 2021-03-31 | $3.6M | 68k | 52.45 |
| 2020-12-31 | $3.0M | 65k | 45.76 |