Ishares Tr rusel 2500 etf shares owned by Private Advisor
Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Ishares Tr rusel 2500 etf
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Quarterly reported holdings in Ishares Tr rusel 2500 etf by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $997k | 14k | 73.73 |
| 2025-06-30 | $730k | 11k | 67.78 |
| 2025-03-31 | $453k | 7.2k | 62.54 |
| 2024-12-31 | $486k | 7.1k | 68.00 |
| 2024-09-30 | $809k | 12k | 67.73 |
| 2024-06-30 | $746k | 12k | 62.60 |
| 2024-03-31 | $587k | 8.9k | 65.61 |
| 2023-12-31 | $738k | 12k | 61.57 |
| 2022-09-30 | $658k | 13k | 49.79 |
| 2022-06-30 | $593k | 12k | 51.64 |
| 2022-03-31 | $638k | 9.6k | 66.38 |
| 2021-12-31 | $638k | 9.6k | 66.38 |
| 2021-09-30 | $617k | 9.6k | 64.20 |
| 2021-06-30 | $602k | 9.1k | 66.19 |
| 2021-03-31 | $211k | 3.4k | 62.91 |
| 2020-06-30 | $22k | 521 | 42.23 |