ISHARES TR MSCI Small Cap msci small cap shares owned by Adviser Investments
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in ISHARES TR MSCI Small Cap msci small cap
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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.1M | 115k | 61.90 |
| 2023-09-30 | $1.1M | 20k | 56.47 |
| 2023-06-30 | $1.4M | 24k | 58.98 |
| 2023-03-31 | $1.5M | 25k | 59.51 |
| 2022-12-31 | $1.6M | 27k | 58.80 |
| 2022-09-30 | $9.0M | 184k | 48.78 |
| 2022-06-30 | $9.8M | 179k | 54.59 |
| 2022-03-31 | $16M | 238k | 66.34 |
| 2021-12-31 | $13M | 180k | 73.09 |
| 2021-09-30 | $19M | 257k | 74.41 |
| 2021-06-30 | $12M | 165k | 74.16 |
| 2021-03-31 | $11M | 149k | 71.84 |
| 2020-12-31 | $2.1M | 31k | 68.33 |
| 2020-09-30 | $7.6M | 129k | 58.99 |
| 2020-06-30 | $7.1M | 132k | 53.62 |
| 2020-03-31 | $886k | 20k | 44.83 |
| 2019-12-31 | $3.3M | 54k | 62.28 |
| 2019-09-30 | $2.5M | 44k | 57.24 |
| 2019-06-30 | $773k | 14k | 57.40 |
| 2019-03-31 | $923k | 16k | 57.43 |
| 2018-12-31 | $862k | 17k | 51.79 |
| 2018-09-30 | $1.3M | 21k | 62.29 |
| 2018-06-30 | $3.0M | 48k | 62.73 |
| 2018-03-31 | $3.1M | 48k | 65.18 |
| 2017-12-31 | $5.5M | 85k | 64.50 |
| 2017-09-30 | $5.2M | 84k | 62.01 |
| 2017-06-30 | $3.5M | 60k | 57.83 |
| 2017-03-31 | $3.2M | 59k | 54.14 |
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