ISHARES TR MSCI Small Cap msci small cap shares owned by Crewe Advisors
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Crewe Advisors
from 13F filings
Historical chart of Crewe 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 Crewe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 30k | 61.90 |
| 2023-09-30 | $1.7M | 29k | 56.47 |
| 2023-06-30 | $1.5M | 26k | 58.98 |
| 2023-03-31 | $1.5M | 26k | 59.51 |
| 2022-12-31 | $1.7M | 30k | 56.48 |
| 2022-09-30 | $2.3M | 47k | 48.78 |
| 2022-06-30 | $1.0M | 19k | 54.57 |
| 2022-03-31 | $751k | 11k | 66.31 |
| 2021-12-31 | $394k | 5.4k | 73.08 |
| 2021-09-30 | $74k | 992 | 74.60 |
| 2021-06-30 | $59k | 802 | 73.57 |
| 2021-03-31 | $33k | 454 | 72.69 |
| 2020-12-31 | $24k | 358 | 67.04 |
| 2020-09-30 | $21k | 358 | 58.66 |
| 2020-06-30 | $25k | 468 | 53.42 |
| 2020-03-31 | $43k | 960 | 44.79 |
| 2019-12-31 | $1.2M | 20k | 62.28 |
| 2019-09-30 | $228k | 4.0k | 57.20 |
| 2019-06-30 | $280k | 4.9k | 57.37 |
| 2019-03-31 | $283k | 4.9k | 57.45 |
| 2018-12-31 | $249k | 4.8k | 51.79 |
| 2018-09-30 | $61k | 979 | 62.31 |
| 2018-06-30 | $59k | 947 | 62.30 |
| 2018-03-31 | $62k | 947 | 65.47 |
| 2017-12-31 | $26k | 403 | 64.52 |
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