ISHARES TR MSCI Small Cap msci small cap shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management 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 Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $544k | 8.6k | 63.33 |
| 2023-12-31 | $540k | 8.7k | 61.90 |
| 2023-09-30 | $492k | 8.7k | 56.47 |
| 2023-06-30 | $514k | 8.7k | 58.98 |
| 2023-03-31 | $591k | 11k | 56.48 |
| 2022-12-31 | $591k | 11k | 56.48 |
| 2022-09-30 | $553k | 11k | 48.75 |
| 2022-06-30 | $566k | 10k | 54.61 |
| 2022-03-31 | $631k | 9.5k | 66.34 |
| 2021-12-31 | $1.8M | 25k | 73.11 |
| 2021-09-30 | $3.7M | 50k | 74.39 |
| 2021-06-30 | $2.5M | 34k | 74.15 |
| 2021-03-31 | $3.2M | 45k | 71.83 |
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