ISHARES TR MSCI Small Cap msci small cap shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes 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 Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $960k | 17k | 56.47 |
| 2023-06-30 | $1.1M | 18k | 58.98 |
| 2023-03-31 | $1.1M | 18k | 59.51 |
| 2022-12-31 | $946k | 17k | 56.48 |
| 2022-09-30 | $826k | 17k | 48.77 |
| 2022-06-30 | $925k | 17k | 54.57 |
| 2022-03-31 | $1.1M | 17k | 66.31 |
| 2021-12-31 | $1.3M | 18k | 73.08 |
| 2021-09-30 | $1.3M | 18k | 74.42 |
| 2021-06-30 | $1.4M | 19k | 74.18 |
| 2021-03-31 | $1.5M | 20k | 74.67 |
| 2020-12-31 | $1.3M | 19k | 68.36 |
| 2020-09-30 | $990k | 17k | 58.97 |
| 2020-06-30 | $905k | 17k | 53.61 |
| 2020-03-31 | $749k | 17k | 44.83 |
| 2019-12-31 | $1.1M | 18k | 62.30 |
| 2019-09-30 | $1.1M | 19k | 57.21 |
| 2019-06-30 | $1.2M | 21k | 57.39 |
| 2019-03-31 | $1.7M | 30k | 57.44 |
| 2018-12-31 | $6.0M | 117k | 51.82 |
| 2018-09-30 | $145k | 2.3k | 62.18 |
| 2018-06-30 | $159k | 2.5k | 62.55 |
| 2018-03-31 | $166k | 2.5k | 65.30 |
| 2017-12-31 | $152k | 2.4k | 64.54 |
| 2017-09-30 | $146k | 2.4k | 62.00 |
| 2017-06-30 | $136k | 2.4k | 57.75 |
| 2017-03-31 | $135k | 2.5k | 54.15 |
| 2016-12-31 | $98k | 2.0k | 49.67 |
| 2016-09-30 | $96k | 1.8k | 52.66 |
| 2016-06-30 | $183k | 3.8k | 48.13 |
| 2016-03-31 | $107k | 2.1k | 49.86 |
| 2015-12-31 | $91k | 1.8k | 49.97 |
| 2015-09-30 | $78k | 1.6k | 47.71 |
| 2015-06-30 | $83k | 1.6k | 50.76 |
| 2015-03-31 | $83k | 1.7k | 49.38 |
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