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ISHARES TR MSCI Small Cap msci small cap shares owned by Tilson Financial Group

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

Historical chart of Tilson Financial Group 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 Tilson Financial Group 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 Tilson Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $939k 15k 63.33
2023-12-31 $978k 16k 61.88
2023-09-30 $1.0M 18k 56.48
2023-03-31 $1.2M 20k 59.52
2022-12-31 $1.1M 20k 56.50

More positions owned by Tilson Financial Group

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Global Real Est (DFGR)
Exxon Mobil Corporation (XOM)

View all positions for Tilson Financial Group

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
Cassaday & Co Wealth Management

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