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ISHARES TR MSCI Small Cap msci small cap shares owned by Bogart Wealth

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

Historical chart of Bogart Wealth 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 Bogart Wealth 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 Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $49k 766 63.33
2023-12-31 $1.1M 18k 61.90
2023-09-30 $1.0M 18k 56.47
2023-06-30 $1.1M 18k 58.98
2023-03-31 $1.1M 18k 59.51
2022-12-31 $1.0M 18k 56.48
2022-09-30 $885k 18k 48.79
2022-06-30 $991k 18k 54.60
2022-03-31 $1.6M 24k 66.36
2021-12-31 $1.7M 24k 73.09
2021-09-30 $1.8M 24k 74.40
2021-06-30 $1.7M 23k 74.17
2021-03-31 $1.7M 23k 71.83
2020-12-31 $1.6M 23k 68.33
2020-09-30 $1.4M 23k 58.95
2020-06-30 $1.2M 23k 53.64
2020-03-31 $1.0M 23k 44.82
2019-12-31 $1.1M 18k 62.30
2019-09-30 $38k 659 57.66
2019-06-30 $37k 659 56.15
2019-03-31 $37k 659 56.15
2018-12-31 $28k 549 51.00
2018-09-30 $43k 694 61.96
2018-06-30 $43k 694 61.96
2018-03-31 $55k 851 64.63
2017-12-31 $55k 851 64.63
2017-09-30 $53k 851 62.28

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total International Stock Etf Etf (VXUS)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)

View all positions for Bogart Wealth

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
HighTower Advisors

View all funds holding ISHARES TR MSCI Small Cap msci small cap