Mission Wealth Management »

ISHARES TR MSCI Small Cap msci small cap shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management 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 Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 194k 61.90
2023-09-30 $12M 205k 56.47
2023-06-30 $12M 194k 58.98
2023-03-31 $11M 190k 59.51
2022-12-31 $11M 197k 56.48
2022-09-30 $11M 227k 48.78
2022-06-30 $14M 251k 54.59
2022-03-31 $16M 242k 66.34
2021-12-31 $18M 245k 73.09
2021-09-30 $17M 234k 74.41
2021-06-30 $17M 230k 74.16
2021-03-31 $16M 229k 71.84
2020-12-31 $15M 217k 68.35
2020-09-30 $12M 206k 58.99
2020-06-30 $12M 217k 53.62
2020-03-31 $15M 341k 44.83
2019-12-31 $32M 512k 62.28
2019-09-30 $27M 468k 57.23
2019-06-30 $25M 426k 57.40
2019-03-31 $23M 401k 57.44
2018-12-31 $20M 382k 51.82
2018-09-30 $22M 353k 62.28
2018-06-30 $22M 345k 62.74
2018-03-31 $21M 314k 65.19
2017-12-31 $19M 289k 64.50
2017-09-30 $17M 277k 62.00
2017-06-30 $16M 280k 57.84
2017-03-31 $16M 287k 54.14
2016-12-31 $15M 302k 49.84
2016-09-30 $12M 228k 52.41
2016-06-30 $11M 237k 48.26
2016-03-31 $13M 269k 49.80
2015-12-31 $14M 279k 49.95
2015-09-30 $13M 275k 47.77
2015-06-30 $13M 254k 49.47

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Mission Wealth Management

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
HighTower Advisors

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