Ishares Tr msci usa smlcp shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Ishares Tr msci usa smlcp
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Quarterly reported holdings in Ishares Tr msci usa smlcp by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 28k | 74.26 |
| 2025-06-30 | $1.9M | 27k | 69.82 |
| 2025-03-31 | $1.7M | 27k | 62.16 |
| 2024-12-31 | $799k | 12k | 67.50 |
| 2024-06-30 | $708k | 12k | 61.21 |
| 2024-03-31 | $674k | 11k | 63.58 |
| 2023-12-31 | $645k | 11k | 58.82 |
| 2023-09-30 | $306k | 5.9k | 51.73 |
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