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ISHARES TR MSCI Small Cap msci small cap shares owned by JNB Advisors

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

Historical chart of JNB Advisors 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 JNB Advisors 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 JNB Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $643k 10k 63.33
2023-12-31 $880k 14k 61.90
2023-09-30 $809k 14k 56.47
2023-06-30 $809k 14k 58.98
2023-03-31 $853k 14k 59.51
2022-12-31 $1.2M 21k 56.48
2022-09-30 $1.1M 22k 48.76
2022-06-30 $1.7M 32k 54.58
2022-03-31 $2.5M 38k 66.33
2021-12-31 $3.4M 47k 73.09
2021-09-30 $3.7M 50k 74.41
2021-06-30 $2.9M 40k 74.16
2021-03-31 $2.0M 28k 71.85
2020-12-31 $201k 2.9k 68.21

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Spdr S&p 500 Etf Trust Etf (SPY)
Technology Select Sector Spdr Fund Etf (XLK)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Russell 1000 Value Etf Etf (IWD)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard Total Stock Market Etf Etf (VTI)
Financial Select Sector Spdr Fund Etf (XLF)
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)

View all positions for JNB Advisors

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