Ishares Tr edge msci minm shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Ishares Tr edge msci minm
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Quarterly reported holdings in Ishares Tr edge msci minm by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0k | 187 | 43.05 |
| 2025-06-30 | $7.9k | 187 | 42.01 |
| 2025-03-31 | $17k | 419 | 41.45 |
| 2024-12-31 | $56k | 1.4k | 41.45 |
| 2024-09-30 | $55k | 1.3k | 40.80 |
| 2024-06-30 | $54k | 1.3k | 40.01 |
| 2024-03-31 | $48k | 1.3k | 36.10 |
| 2023-12-31 | $48k | 1.3k | 35.69 |
| 2023-09-30 | $6.2k | 187 | 33.05 |
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