Wade Financial Advisory »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr edge msci minm by Wade Financial Advisory

Quarter filed Position value Share count Share price at filing
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