Pinnacle Wealth Management Advisory »

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

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

Historical chart of Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 93k 61.90
2023-09-30 $6.4M 113k 56.47
2023-06-30 $6.5M 111k 58.98
2023-03-31 $6.4M 107k 59.51
2022-12-31 $5.4M 96k 56.48
2022-09-30 $4.0M 82k 48.78
2022-06-30 $3.9M 71k 54.59
2022-03-31 $4.7M 71k 66.33
2021-12-31 $4.1M 57k 73.09
2021-09-30 $3.4M 45k 74.42
2021-06-30 $269k 3.6k 74.21
2021-03-31 $272k 3.8k 71.96
2020-12-31 $258k 3.8k 68.25
2020-09-30 $223k 3.8k 58.99
2020-06-30 $377k 7.0k 53.67
2020-03-31 $242k 5.4k 44.77
2019-12-31 $5.6M 90k 62.28
2019-09-30 $5.0M 87k 57.23
2019-06-30 $4.7M 83k 57.40
2019-03-31 $4.5M 78k 57.44
2018-12-31 $4.0M 77k 51.83
2018-09-30 $6.2M 99k 62.28
2018-06-30 $5.7M 90k 62.74
2018-03-31 $5.6M 86k 65.19
2017-12-31 $5.6M 88k 64.50
2017-09-30 $5.2M 84k 62.00
2017-06-30 $4.6M 79k 57.84
2017-03-31 $4.0M 75k 54.13
2016-12-31 $3.7M 74k 49.85
2016-09-30 $3.9M 74k 52.41
2016-06-30 $3.3M 68k 48.26
2016-03-31 $3.2M 65k 49.80
2015-12-31 $3.3M 66k 49.95
2015-09-30 $3.1M 66k 47.77
2015-06-30 $3.2M 63k 51.03
2015-03-31 $2.9M 58k 49.47
2014-12-31 $2.7M 57k 46.72

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
Vanguard FTSE All World Ex US Etf (VEU)
iShares Core S&P 500 Index Fun Etf (IVV)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Tr S&P Midcap 400 Etf (IJH)

View all positions for Pinnacle Wealth Management Advisory

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