ISHARES TR MSCI Small Cap msci small cap shares owned by Birch Financial Group
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Birch Financial Group
from 13F filings
Historical chart of Birch Financial Group 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 Birch Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $895k | 12k | 76.72 |
| 2025-06-30 | $824k | 11k | 72.68 |
| 2025-03-31 | $694k | 11k | 63.53 |
| 2024-12-31 | $224k | 3.7k | 60.74 |
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