Ishares Tr rusel 2500 etf shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Ishares Tr rusel 2500 etf
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Quarterly reported holdings in Ishares Tr rusel 2500 etf by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $285k | 4.3k | 65.61 |
| 2023-12-31 | $268k | 4.3k | 61.57 |
| 2023-09-30 | $222k | 4.1k | 54.51 |
| 2023-06-30 | $266k | 4.6k | 57.47 |
| 2023-03-31 | $254k | 4.6k | 54.82 |
| 2022-12-31 | $246k | 4.6k | 53.14 |
| 2022-09-30 | $258k | 5.2k | 49.62 |
| 2022-06-30 | $276k | 5.4k | 51.49 |
| 2022-03-31 | $319k | 5.4k | 59.53 |
| 2021-12-31 | $481k | 7.3k | 66.32 |
| 2021-09-30 | $480k | 7.5k | 64.15 |
| 2021-06-30 | $493k | 7.5k | 66.17 |
| 2021-03-31 | $925k | 15k | 62.87 |
| 2020-12-31 | $1.4M | 24k | 56.76 |
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