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

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

Historical chart of Betterment 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 Betterment 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 Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $232k 3.8k 61.87
2019-12-31 $2.2M 35k 62.27
2019-09-30 $3.8M 65k 57.39
2019-06-30 $3.8M 65k 57.39
2019-03-31 $3.7M 65k 57.44
2018-12-31 $2.9M 55k 51.81
2018-09-30 $2.8M 44k 62.28
2018-06-30 $2.2M 36k 62.74
2018-03-31 $2.3M 36k 65.62
2017-12-31 $1.4M 22k 64.49
2017-09-30 $552k 8.9k 61.98