Ishares Tr rusel 2500 etf shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Ishares Tr rusel 2500 etf
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Quarterly reported holdings in Ishares Tr rusel 2500 etf by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $295k | 4.3k | 68.00 |
| 2024-09-30 | $294k | 4.3k | 67.73 |
| 2024-06-30 | $272k | 4.3k | 62.60 |
| 2024-03-31 | $345k | 5.3k | 65.61 |
| 2023-12-31 | $472k | 7.7k | 61.57 |
| 2023-09-30 | $1.5M | 28k | 54.51 |
| 2023-06-30 | $1.1M | 19k | 57.47 |