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ISHARES TR MSCI Small Cap msci small cap shares owned by Family Firm

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

Historical chart of Family Firm investment in ISHARES TR MSCI Small Cap msci small cap

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap held by Family Firm 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 Family Firm

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 24k 63.33
2023-12-31 $1.5M 25k 61.90
2023-09-30 $1.4M 24k 56.47
2023-06-30 $1.3M 23k 58.98
2023-03-31 $1.3M 22k 59.51
2022-12-31 $1.2M 22k 56.48
2022-09-30 $971k 20k 48.77
2022-06-30 $1.4M 20k 73.11
2022-03-31 $1.4M 20k 73.11
2021-12-31 $1.4M 20k 73.11
2021-09-30 $1.5M 20k 76.49
2021-06-30 $1.5M 20k 74.16
2021-03-31 $1.4M 20k 71.86
2020-12-31 $1.4M 20k 69.08
2020-09-30 $1.2M 20k 59.00
2020-06-30 $1.1M 20k 53.64
2020-03-31 $917k 20k 44.85
2019-12-31 $1.3M 20k 62.27
2019-09-30 $1.1M 20k 57.22
2019-06-30 $1.1M 19k 57.41
2019-03-31 $1.1M 19k 57.46
2018-12-31 $1.0M 20k 51.84
2018-09-30 $1.2M 19k 62.28
2018-06-30 $1.2M 20k 62.74
2018-03-31 $1.3M 20k 65.17
2017-12-31 $1.2M 19k 64.50
2017-09-30 $1.2M 19k 61.98
2017-06-30 $1.1M 19k 57.82
2017-03-31 $947k 18k 54.17
2016-12-31 $871k 18k 49.82
2016-09-30 $905k 17k 52.43
2016-06-30 $876k 18k 48.28
2016-03-31 $908k 18k 49.82
2015-12-31 $910k 18k 49.93
2015-09-30 $864k 18k 47.75
2015-06-30 $914k 18k 51.03
2015-03-31 $903k 18k 49.49
2014-12-31 $852k 18k 46.70

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Ishares Tips Bond Etf Etf (TIP)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Family Firm

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