ISHARES TR MSCI Small Cap msci small cap shares owned by Heritage Trust
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust 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 Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.5M | 88k | 61.90 |
| 2023-09-30 | $5.0M | 89k | 56.47 |
| 2023-06-30 | $5.4M | 92k | 58.98 |
| 2023-03-31 | $5.8M | 98k | 59.51 |
| 2022-12-31 | $5.5M | 98k | 56.48 |
| 2022-09-30 | $4.9M | 100k | 48.76 |
| 2022-06-30 | $5.6M | 104k | 54.57 |
| 2022-03-31 | $7.0M | 106k | 66.35 |
| 2021-12-31 | $8.0M | 109k | 73.08 |
| 2021-09-30 | $8.2M | 110k | 74.39 |
| 2021-06-30 | $8.3M | 113k | 74.18 |
| 2021-03-31 | $8.1M | 113k | 71.86 |
| 2020-12-31 | $7.7M | 113k | 68.33 |
| 2020-09-30 | $6.7M | 114k | 58.98 |
| 2020-06-30 | $6.5M | 121k | 53.63 |
| 2020-03-31 | $5.6M | 125k | 44.83 |
| 2019-12-31 | $8.0M | 129k | 62.28 |
| 2019-09-30 | $7.5M | 131k | 57.23 |
| 2019-06-30 | $7.4M | 130k | 57.40 |
| 2019-03-31 | $7.2M | 126k | 57.44 |
| 2018-12-31 | $6.7M | 128k | 51.81 |
| 2018-09-30 | $8.0M | 129k | 62.27 |
| 2018-06-30 | $8.2M | 131k | 62.74 |
| 2018-03-31 | $8.3M | 128k | 65.19 |
| 2017-12-31 | $8.2M | 127k | 64.50 |
| 2017-09-30 | $7.8M | 126k | 62.00 |
| 2017-06-30 | $7.5M | 130k | 57.84 |
| 2017-03-31 | $7.2M | 133k | 54.13 |
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