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

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

Historical chart of Rsm Us 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 Rsm Us Wealth Management 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $26M 423k 61.90
2023-09-30 $22M 392k 56.47
2023-06-30 $22M 378k 58.98
2023-03-31 $22M 371k 59.51
2022-12-31 $20M 352k 56.48
2022-09-30 $15M 314k 48.78
2022-06-30 $15M 282k 54.59
2022-03-31 $20M 304k 66.34
2021-12-31 $18M 249k 73.09
2021-09-30 $18M 245k 74.41
2021-06-30 $16M 219k 74.16
2021-03-31 $15M 203k 71.84
2020-12-31 $13M 190k 68.35
2020-09-30 $11M 187k 58.99
2020-06-30 $10M 192k 53.62
2020-03-31 $10M 228k 44.83
2019-12-31 $16M 261k 62.28
2019-09-30 $15M 264k 57.23
2019-06-30 $16M 270k 57.40
2019-03-31 $16M 273k 57.44
2018-12-31 $14M 278k 51.82
2018-09-30 $16M 252k 62.28
2018-06-30 $16M 255k 62.74
2018-03-31 $17M 259k 65.19
2017-12-31 $17M 269k 64.50
2017-09-30 $17M 273k 62.00
2017-06-30 $16M 278k 57.84
2017-03-31 $16M 289k 54.14
2016-12-31 $15M 295k 49.84
2016-09-30 $17M 321k 52.41
2016-06-30 $17M 346k 48.26
2016-03-31 $18M 358k 49.80
2015-12-31 $15M 307k 49.95
2015-09-30 $14M 302k 47.77
2015-06-30 $16M 306k 51.62
2015-03-31 $14M 286k 49.47
2014-12-31 $13M 274k 46.71
2014-09-30 $12M 256k 48.50
2014-06-30 $14M 254k 53.50
2014-03-31 $13M 253k 52.20

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Rsm Us 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