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ISHARES TR MSCI Small Cap msci small cap shares owned by Courage Miller Partners

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Courage Miller Partners from 13F filings

Historical chart of Courage Miller Partners investment in ISHARES TR MSCI Small Cap msci small cap

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All positions including ISHARES TR MSCI Small Cap msci small cap held by Courage Miller Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Courage Miller Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $387k 6.1k 63.33
2023-12-31 $394k 6.4k 61.90
2023-09-30 $399k 7.1k 56.47
2023-06-30 $403k 6.8k 58.98
2023-03-31 $406k 6.8k 59.51
2022-12-31 $362k 6.4k 56.48
2022-09-30 $315k 6.5k 48.80
2022-06-30 $348k 6.4k 54.55
2022-03-31 $423k 6.4k 66.31
2021-12-31 $462k 6.3k 73.08
2021-09-30 $454k 6.1k 74.34
2021-06-30 $457k 6.2k 74.14
2021-03-31 $419k 5.8k 71.80
2020-12-31 $409k 6.0k 68.36
2020-09-30 $322k 6.0k 53.60
2020-06-30 $322k 6.0k 53.60
2020-03-31 $268k 6.0k 44.67
2019-12-31 $359k 5.8k 62.37
2019-09-30 $327k 5.7k 57.24
2019-06-30 $341k 6.0k 57.24
2019-03-31 $326k 5.7k 57.32
2018-12-31 $290k 5.6k 51.68
2018-09-30 $325k 5.2k 62.32
2018-06-30 $316k 4.9k 65.09
2018-03-31 $316k 4.9k 65.09
2017-12-31 $315k 4.9k 64.31
2017-09-30 $325k 5.2k 61.94
2017-06-30 $334k 5.8k 57.80
2017-03-31 $314k 5.8k 54.19
2016-12-31 $259k 5.2k 49.81
2016-09-30 $256k 4.9k 52.38
2016-06-30 $236k 4.9k 48.29
2016-03-31 $268k 5.4k 49.82
2015-12-31 $268k 5.4k 49.97
2015-06-30 $202k 4.0k 51.14
2015-03-31 $222k 4.5k 49.43

More positions owned by Courage Miller Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Courage Miller Partners

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Pnc Financial Services
Modera Wealth Management
Washington Trust Bank
BKD Wealth Advisors
Jane Street
UBS Group
HighTower Advisors

View all funds holding ISHARES TR MSCI Small Cap msci small cap