Back to ISMCF
Rooted Wealth Advisors, Inc. → ISMCF
Rooted Wealth Advisors, Inc. ISMCF Position History
ISMCF
Quarters held
4
Latest value
$6.5M
Q3 2026
Peak value
$6.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.2M |
| Q1 2026 | $5.7M |
| Q2 2026 | $6.5M |
| Q3 2026 | $6.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.5M | 34.8K | — | — |
| Q2 2026 | $6.5M | 34.8K | — | — |
| Q1 2026 | $5.7M | 32.4K | — | — |
| Q4 2025 | $5.2M | 31.6K | — | — |