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ISHARES TR MSCI Small Cap msci small cap shares owned by Integrity Wealth Solutions

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

Historical chart of Integrity Wealth Solutions 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 Integrity Wealth Solutions 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 Integrity Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 18k 63.33
2023-12-31 $1.4M 23k 61.90

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr Msci Usa Strtgic (QUS)
World Gold Tr Spdr Gld Minis (GLDM)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
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Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Integrity Wealth Solutions

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
Cassaday & Co Wealth Management

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