Ishares Tr rusel 2500 etf shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Ishares Tr rusel 2500 etf
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Quarterly reported holdings in Ishares Tr rusel 2500 etf by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 18k | 68.00 |
| 2024-09-30 | $1.3M | 19k | 67.73 |
| 2024-06-30 | $1.3M | 20k | 62.60 |
| 2024-03-31 | $1.3M | 20k | 65.61 |
| 2023-12-31 | $1.4M | 23k | 61.57 |
| 2023-09-30 | $1.2M | 21k | 54.51 |
| 2023-06-30 | $1.3M | 23k | 57.47 |
| 2023-03-31 | $1.3M | 24k | 54.82 |
| 2022-12-31 | $1.3M | 25k | 53.14 |
| 2022-09-30 | $598k | 12k | 49.78 |
| 2022-06-30 | $269k | 5.2k | 51.65 |
| 2022-03-31 | $0 | 2 | 0.00 |
| 2021-12-31 | $0 | 2 | 0.00 |
| 2021-09-30 | $0 | 2 | 0.00 |
| 2021-06-30 | $0 | 2 | 0.00 |
| 2021-03-31 | $0 | 2 | 0.00 |
More positions owned by Charter Oak Capital Management
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