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ISHARES TR MSCI Small Cap msci small cap shares owned by Asset Planning Services

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

Historical chart of Asset Planning Services 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 Asset Planning Services 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 Asset Planning Services

Quarter filed Position value Share count Share price at filing
2021-12-31 $688k 9.4k 73.06
2021-09-30 $694k 9.3k 74.43
2021-06-30 $712k 9.6k 74.21
2021-03-31 $726k 10k 71.87
2020-12-31 $699k 10k 68.30
2020-09-30 $882k 15k 59.01
2020-06-30 $807k 15k 53.60
2020-03-31 $699k 16k 44.83
2019-12-31 $951k 16k 60.99
2019-09-30 $879k 15k 57.26
2019-06-30 $930k 16k 57.39
2019-03-31 $869k 15k 57.47
2018-12-31 $851k 16k 51.83
2018-09-30 $1.0M 17k 58.51
2018-06-30 $1.1M 17k 62.72
2018-03-31 $1.1M 17k 65.18
2017-12-31 $1.1M 17k 64.51
2017-09-30 $1.1M 17k 61.98
2017-06-30 $964k 17k 57.86
2017-03-31 $686k 13k 54.18
2016-12-31 $608k 12k 49.82
2016-09-30 $685k 13k 52.40
2016-06-30 $631k 13k 48.27
2016-03-31 $637k 13k 49.80
2015-12-31 $644k 13k 49.93
2015-09-30 $586k 12k 47.73
2015-06-30 $630k 12k 51.02

More positions owned by Asset Planning Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Portfolio Short (SPSB)
Merck & Co (MRK)
Pgim Etf Tr Ultra Short (PULS)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Asset Planning Services

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