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

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

Historical chart of Captrust Financial Advisors investment in ISHARES TR MSCI Small Cap msci small cap

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All positions including ISHARES TR MSCI Small Cap msci small cap held by Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 277k 61.90
2023-09-30 $14M 247k 56.47
2023-06-30 $5.7M 96k 58.98
2023-03-31 $6.7M 113k 59.51
2022-12-31 $6.7M 118k 56.48
2022-09-30 $7.8M 160k 48.78
2022-06-30 $15M 269k 54.59
2022-03-31 $34M 517k 66.34
2021-12-31 $378k 5.2k 73.18
2021-09-30 $276k 3.7k 74.43
2021-06-30 $202k 2.7k 74.26
2021-03-31 $143k 2.0k 71.82
2020-12-31 $68k 999 68.07
2020-09-30 $16k 275 58.18
2020-06-30 $76k 1.4k 54.25
2020-03-31 $113k 2.6k 42.80
2019-12-31 $281k 4.5k 62.74
2019-09-30 $256k 4.5k 57.16
2019-06-30 $263k 4.6k 57.36
2019-03-31 $255k 4.4k 57.42
2018-12-31 $126k 2.4k 51.72
2018-09-30 $166k 2.7k 62.24
2018-06-30 $175k 2.8k 62.75
2018-03-31 $187k 2.9k 64.46
2017-12-31 $237k 3.7k 64.44
2017-09-30 $146k 2.4k 61.94
2017-06-30 $55k 945 58.20
2016-12-31 $47k 945 49.74
2016-06-30 $38k 790 48.10
2016-03-31 $39k 790 49.37

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial 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
HighTower Advisors

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