ISHARES TR MSCI Small Cap msci small cap shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial 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 Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $936k | 15k | 63.33 |
| 2023-12-31 | $863k | 14k | 61.90 |
| 2023-09-30 | $724k | 13k | 56.47 |
| 2023-06-30 | $621k | 11k | 58.98 |
| 2023-03-31 | $531k | 8.9k | 59.51 |
| 2022-12-31 | $457k | 8.1k | 56.48 |
| 2022-09-30 | $259k | 5.3k | 48.70 |
| 2022-06-30 | $253k | 4.6k | 54.50 |
| 2022-03-31 | $228k | 3.4k | 66.43 |
| 2021-12-31 | $253k | 3.5k | 73.21 |
| 2021-09-30 | $233k | 3.1k | 74.32 |
| 2021-03-31 | $212k | 3.0k | 71.86 |
| 2019-03-31 | $138k | 2.4k | 57.40 |
| 2018-12-31 | $141k | 2.7k | 51.74 |
| 2018-09-30 | $211k | 3.4k | 62.08 |
| 2018-06-30 | $208k | 3.3k | 62.90 |
| 2018-03-31 | $163k | 2.5k | 65.67 |
| 2017-12-31 | $160k | 2.5k | 64.23 |
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