Ishares Tr msci usa smlcp shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Ishares Tr msci usa smlcp
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Quarterly reported holdings in Ishares Tr msci usa smlcp by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $542k | 8.2k | 66.35 |
| 2024-06-30 | $564k | 9.2k | 61.21 |
| 2024-03-31 | $642k | 10k | 63.58 |
| 2023-09-30 | $1.1M | 20k | 51.73 |
| 2023-06-30 | $1.0M | 20k | 53.62 |
| 2023-03-31 | $992k | 19k | 51.26 |
| 2022-12-31 | $928k | 19k | 49.66 |
| 2022-09-30 | $786k | 18k | 44.75 |
| 2022-06-30 | $629k | 13k | 46.86 |
| 2022-03-31 | $716k | 13k | 54.56 |
| 2021-12-31 | $715k | 13k | 57.23 |
| 2021-09-30 | $631k | 12k | 53.75 |
| 2021-06-30 | $642k | 12k | 53.96 |
| 2021-03-31 | $583k | 11k | 52.44 |
| 2020-12-31 | $461k | 10k | 45.78 |
More positions owned by Wescott Financial Advisory Group
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