ISHARES TR MSCI Small Cap msci small cap shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors 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 Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.8M | 50k | 77.53 |
| 2025-09-30 | $2.7M | 35k | 76.72 |
| 2025-06-30 | $2.5M | 35k | 72.68 |
| 2025-03-31 | $2.1M | 33k | 63.53 |
| 2024-12-31 | $1.8M | 30k | 60.75 |
| 2024-09-30 | $1.2M | 18k | 67.70 |
| 2024-06-30 | $938k | 15k | 61.64 |
| 2024-03-31 | $675k | 11k | 63.33 |
| 2023-09-30 | $91k | 1.6k | 56.47 |
| 2023-06-30 | $42k | 718 | 58.98 |
| 2023-03-31 | $43k | 722 | 59.50 |
| 2022-12-31 | $33k | 575 | 56.48 |
| 2022-09-30 | $28k | 582 | 48.11 |
| 2022-06-30 | $31k | 573 | 54.10 |
| 2022-03-31 | $38k | 574 | 66.20 |
| 2021-12-31 | $42k | 572 | 73.43 |
| 2021-09-30 | $43k | 572 | 75.17 |
| 2021-06-30 | $14k | 195 | 71.79 |
| 2021-03-31 | $1.0k | 8 | 125.00 |
| 2020-12-31 | $0 | 8 | 0.00 |
| 2020-09-30 | $22k | 382 | 57.59 |
| 2020-06-30 | $50k | 935 | 53.48 |
| 2020-03-31 | $41k | 935 | 43.85 |
| 2019-12-31 | $58k | 935 | 62.03 |
| 2019-09-30 | $42k | 748 | 56.15 |
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