Ishares Tr rusel 2500 etf shares owned by Capital Financial Planning
Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Capital Financial Planning
from 13F filings
Historical chart of Capital Financial Planning investment in Ishares Tr rusel 2500 etf
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Quarterly reported holdings in Ishares Tr rusel 2500 etf by Capital Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $14M | 250k | 54.51 |
| 2023-06-30 | $14M | 244k | 57.47 |
| 2023-03-31 | $13M | 240k | 54.82 |
| 2022-12-31 | $12M | 231k | 53.14 |
| 2022-09-30 | $11M | 227k | 49.75 |
| 2022-06-30 | $10M | 198k | 51.62 |
| 2022-03-31 | $12M | 193k | 62.38 |
| 2021-12-31 | $12M | 176k | 66.38 |
| 2021-09-30 | $7.0M | 109k | 64.20 |
| 2021-06-30 | $5.5M | 83k | 66.23 |
| 2021-03-31 | $4.0M | 64k | 62.89 |
| 2020-12-31 | $2.1M | 37k | 56.77 |
| 2020-09-30 | $652k | 15k | 44.79 |
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