ISHARES TR MSCI Small Cap msci small cap shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset 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 Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 30k | 61.90 |
| 2023-09-30 | $2.1M | 38k | 56.47 |
| 2023-06-30 | $2.0M | 33k | 58.98 |
| 2023-03-31 | $2.8M | 47k | 59.51 |
| 2022-12-31 | $3.9M | 69k | 56.48 |
| 2022-09-30 | $2.9M | 60k | 48.77 |
| 2022-06-30 | $4.1M | 75k | 54.59 |
| 2022-03-31 | $3.2M | 49k | 66.34 |
| 2021-12-31 | $3.8M | 53k | 73.09 |
| 2021-09-30 | $3.6M | 49k | 74.40 |
| 2021-06-30 | $2.0M | 28k | 73.27 |
| 2021-03-31 | $2.0M | 27k | 72.39 |
| 2020-12-31 | $1.9M | 28k | 69.31 |
| 2020-09-30 | $1.6M | 28k | 59.00 |
| 2020-06-30 | $1.5M | 27k | 53.61 |
| 2020-03-31 | $2.0M | 45k | 44.83 |
| 2019-12-31 | $4.9M | 78k | 62.28 |
| 2019-09-30 | $4.3M | 74k | 57.23 |
| 2019-06-30 | $4.3M | 74k | 57.40 |
| 2019-03-31 | $4.5M | 78k | 57.45 |
| 2018-12-31 | $5.4M | 105k | 51.82 |
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