Ishares Tr msci usa small shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS Wealth Advisors investment in Ishares Tr msci usa small
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Quarterly reported holdings in Ishares Tr msci usa small by ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $401k | 10k | 40.27 |
| 2023-12-31 | $378k | 10k | 38.01 |
| 2023-09-30 | $326k | 9.7k | 33.65 |
| 2023-06-30 | $344k | 9.7k | 35.52 |
| 2023-03-31 | $316k | 9.3k | 33.99 |
| 2022-12-31 | $322k | 9.8k | 32.88 |
| 2022-09-30 | $289k | 9.4k | 30.71 |
| 2022-06-30 | $288k | 9.2k | 31.45 |
| 2022-03-31 | $308k | 8.1k | 38.10 |
| 2021-12-31 | $299k | 7.4k | 40.38 |
| 2021-09-30 | $284k | 7.3k | 38.98 |
| 2021-06-30 | $395k | 9.8k | 40.33 |
| 2021-03-31 | $389k | 10k | 38.58 |
| 2020-12-31 | $315k | 9.2k | 34.12 |
| 2020-09-30 | $200k | 7.5k | 26.57 |