ISHARES TR MSCI Small Cap msci small cap shares owned by Beacon Harbor Wealth Advisors
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Beacon Harbor Wealth Advisors
from 13F filings
Historical chart of Beacon Harbor Wealth Advisors 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 Beacon Harbor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 35k | 63.34 |
| 2023-12-31 | $2.1M | 34k | 61.90 |
| 2023-09-30 | $1.9M | 33k | 56.48 |
| 2023-06-30 | $2.0M | 34k | 58.98 |
| 2023-03-31 | $8.9M | 150k | 59.51 |
| 2022-12-31 | $1.9M | 34k | 56.47 |
| 2021-12-31 | $2.0M | 28k | 73.08 |
| 2021-09-30 | $2.1M | 29k | 74.40 |
| 2021-06-30 | $2.2M | 29k | 74.16 |
| 2021-03-31 | $11M | 146k | 71.84 |
| 2020-12-31 | $9.9M | 146k | 68.35 |
| 2020-03-31 | $1.5M | 33k | 44.84 |
| 2019-12-31 | $2.1M | 34k | 62.29 |
| 2019-09-30 | $1.9M | 33k | 58.54 |
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