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ISHARES TR MSCI Small Cap msci small cap shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod 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 AdvicePeriod 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 AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $1.6M 22k 74.18
2021-03-31 $1.5M 21k 71.82
2020-12-31 $1.4M 21k 68.37
2020-09-30 $1.0M 17k 58.99
2020-06-30 $285k 5.3k 53.69
2020-03-31 $477k 11k 44.80
2019-12-31 $863k 14k 62.67
2019-09-30 $1.0M 18k 57.27
2019-06-30 $1.7M 29k 57.45
2019-03-31 $1.5M 26k 57.48
2018-12-31 $1.2M 23k 51.89
2018-09-30 $1.1M 18k 62.35
2018-06-30 $890k 14k 62.75
2018-03-31 $879k 14k 65.22
2017-12-31 $615k 9.5k 64.49

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Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

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