Ownership history in Leelyn Smith, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Leelyn Smith, LLC reported a position in ISHARES EDGE (USMV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 157,105 | +3,446 | +2.2% | 2.14% | $14.8M | $93.77 |
| 2025 Q3 | ADDED | 153,659 | +2,227 | +1.5% | 2.20% | $14.6M | $94.36 |
| 2025 Q2 | ADDED | 151,432 | +892 | +0.6% | 2.33% | $14.2M | $92.74 |
| 2025 Q1 | REDUCED | 150,540 | -8,796 | -5.5% | 2.51% | $14.1M | $92.21 |
| 2024 Q4 | REDUCED | 159,336 | -6,148 | -3.7% | 2.52% | $14.1M | $87.11 |
| 2024 Q3 | REDUCED | 165,484 | -10,630 | -6.0% | 2.73% | $15.1M | $89.17 |
| 2024 Q2 | REDUCED | 176,114 | -19,506 | -10.0% | 2.86% | $14.8M | $81.63 |
| 2024 Q1 | REDUCED | 195,620 | -140,182 | -41.7% | 3.27% | $16.3M | $80.97 |
| 2023 Q4 | REDUCED | 335,802 | -37,059 | -9.9% | 5.74% | $26.2M | $75.26 |
| 2023 Q3 | REDUCED | 372,861 | -3,889 | -1.0% | 6.59% | $27.0M | $69.43 |
As of 2025 Q4 — sorted by position size