Ishares Tr edge msci minm shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Ishares Tr edge msci minm
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Quarterly reported holdings in Ishares Tr edge msci minm by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $808k | 23k | 35.69 |
| 2023-09-30 | $740k | 22k | 33.05 |
| 2023-06-30 | $741k | 22k | 34.28 |
| 2023-03-31 | $745k | 22k | 34.68 |
| 2022-12-31 | $730k | 21k | 34.60 |
| 2022-09-30 | $728k | 23k | 31.93 |
| 2022-06-30 | $818k | 24k | 34.07 |
| 2022-03-31 | $850k | 23k | 37.20 |
| 2021-12-31 | $857k | 22k | 39.08 |
| 2021-09-30 | $801k | 22k | 37.09 |
| 2021-06-30 | $807k | 21k | 38.03 |
| 2021-03-31 | $754k | 21k | 36.83 |
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