Ishares Tr edge msci minm shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory investment in Ishares Tr edge msci minm
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Quarterly reported holdings in Ishares Tr edge msci minm by Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 72k | 40.80 |
| 2024-06-30 | $2.6M | 70k | 37.30 |
| 2024-03-31 | $2.9M | 76k | 37.45 |
| 2023-12-31 | $4.6M | 128k | 35.69 |
| 2023-09-30 | $4.8M | 146k | 33.05 |
| 2023-06-30 | $5.0M | 147k | 34.28 |
| 2023-03-31 | $5.0M | 145k | 34.68 |
| 2022-12-31 | $4.7M | 136k | 34.60 |
| 2022-09-30 | $4.7M | 146k | 31.91 |
| 2022-06-30 | $4.4M | 128k | 34.07 |
| 2022-03-31 | $4.4M | 119k | 37.18 |
| 2021-12-31 | $3.8M | 98k | 39.09 |
| 2021-09-30 | $3.8M | 103k | 37.08 |
| 2021-06-30 | $4.4M | 115k | 38.04 |
| 2021-03-31 | $4.1M | 113k | 36.85 |
| 2020-12-31 | $3.8M | 113k | 33.89 |
| 2020-09-30 | $2.8M | 97k | 29.22 |
| 2020-06-30 | $2.6M | 90k | 28.99 |
| 2020-03-31 | $1.9M | 75k | 25.86 |
| 2019-12-31 | $3.1M | 88k | 35.47 |