ISHARES TR MSCI Small Cap msci small cap shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth 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 Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $1.6M | 24k | 65.22 |
| 2021-12-31 | $1.7M | 24k | 73.07 |
| 2021-09-30 | $1.7M | 23k | 74.40 |
| 2021-06-30 | $1.7M | 23k | 74.15 |
| 2021-03-31 | $1.7M | 23k | 71.86 |
| 2020-12-31 | $1.6M | 23k | 68.35 |
| 2020-09-30 | $1.3M | 23k | 59.01 |
| 2020-06-30 | $1.2M | 23k | 53.61 |
| 2020-03-31 | $1.0M | 23k | 44.84 |
| 2019-12-31 | $1.4M | 23k | 62.29 |
| 2019-09-30 | $1.3M | 23k | 57.24 |
| 2019-06-30 | $1.3M | 23k | 57.38 |
| 2019-03-31 | $1.6M | 27k | 57.44 |
| 2018-12-31 | $1.4M | 27k | 51.83 |
| 2018-09-30 | $210k | 3.4k | 62.30 |
| 2018-06-30 | $266k | 4.2k | 62.77 |
| 2018-03-31 | $336k | 5.2k | 65.20 |
| 2017-12-31 | $210k | 3.3k | 64.50 |
| 2014-09-30 | $17M | 351k | 48.50 |
| 2014-06-30 | $19M | 365k | 52.68 |
| 2014-03-31 | $36M | 1.3M | 27.32 |
| 2013-12-31 | $16M | 306k | 50.98 |
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