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Ishares Tr edge msci minm shares owned by Fortune Financial Advisors

Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Fortune Financial Advisors from 13F filings

Historical chart of Fortune Financial Advisors investment in Ishares Tr edge msci minm

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All positions including Ishares Tr edge msci minm held by Fortune Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge msci minm by Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $456k 11k 43.05
2025-06-30 $551k 13k 42.01
2025-03-31 $542k 13k 41.45
2024-12-31 $545k 13k 41.46
2024-09-30 $543k 13k 40.80
2024-06-30 $507k 14k 37.30
2024-03-31 $510k 14k 37.45
2023-12-31 $499k 14k 35.69
2023-09-30 $561k 17k 33.05