ISHARES TR MSCI Small Cap msci small cap shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare 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 Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $18M | 310k | 56.47 |
| 2023-06-30 | $18M | 302k | 58.98 |
| 2023-03-31 | $18M | 295k | 59.51 |
| 2022-12-31 | $17M | 294k | 56.48 |
| 2022-09-30 | $14M | 283k | 48.78 |
| 2022-06-30 | $14M | 252k | 54.81 |
| 2022-03-31 | $16M | 232k | 67.38 |
| 2021-12-31 | $16M | 213k | 73.09 |
| 2021-09-30 | $15M | 198k | 74.72 |
| 2021-06-30 | $15M | 193k | 75.94 |
| 2021-03-31 | $14M | 191k | 71.84 |
| 2020-12-31 | $13M | 195k | 68.35 |
| 2020-09-30 | $11M | 186k | 58.99 |
| 2020-06-30 | $9.7M | 181k | 53.62 |
| 2020-03-31 | $7.9M | 177k | 44.83 |
| 2019-12-31 | $9.1M | 146k | 62.28 |
| 2019-09-30 | $8.2M | 143k | 57.23 |
| 2019-06-30 | $7.8M | 137k | 57.40 |
| 2019-03-31 | $7.3M | 127k | 57.44 |
| 2018-12-31 | $6.3M | 122k | 51.82 |
| 2018-09-30 | $9.5M | 153k | 62.28 |
| 2018-06-30 | $9.3M | 148k | 62.74 |
| 2018-03-31 | $9.3M | 143k | 65.19 |
| 2017-12-31 | $8.9M | 138k | 64.50 |
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