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Endowment Wealth Management, Inc. → ISMCF

Endowment Wealth Management, Inc. ISMCF Position History

ISMCF

Quarters held
5
Latest value
$7.4M
Q3 2026
Peak value
$7.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.6M
Q4 2025$5.6M
Q1 2026$5.4M
Q2 2026$6.9M
Q3 2026$7.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.4M38.1K——
Q2 2026$6.9M36.9K——
Q1 2026$5.4M35.1K——
Q4 2025$5.6M33.2K——
Q3 2025$7.6M46.1K——

Other funds holding ISMCF

Other Endowment Wealth Management, Inc. positions

ETHA

ISHARES TR

$17.1M
ETHA

ISHARES TR

$15.5M
CRCL

CIRCLE INTERNET GROUP INC

$13.8M
ETHA

ISHARES TR

$12.7M
ETHA

ISHARES TR

$12.6M
VGES

VANGUARD INDEX FDS

$12.5M
VGES

VANGUARD INDEX FDS

$11.8M
IVZ

INVESCO EXCH TRADED FD TR II

$11M
Endowment Wealth Management, Inc. ISMCF Holdings: 13F Position History | Track13F